Robert F. Schneider
Profile
Mr. Robert F.
Schneider is an Assistant Vice President & Relationship Manager at Cleary Gull, Inc. Investment Management Services.
Prior to joining Cleary Gull, Mr. Schneider attained 10 years of investment experience in the greater Milwaukee area.
He was an Investment Planning Consultant with Northwestern Mutual.
He was also served as financial advisor with Merrill Lynch.
Mr. Schneider earned his BBA from St. Norbert College.
He attained the Accredited Wealth Management Advisor from the College for Financial Planning and has passed the examination for his Certified Financial Planner designation.
He is also a Registered Investment Advisor Representative.
Former positions of Robert F. Schneider
| Companies | Position | End |
|---|---|---|
Northwestern Mutual Wealth Management Co.
 Northwestern Mutual Wealth Management Co. Savings BanksFinance Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI. | Corporate Officer/Principal | - |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Cleary Gull, Inc.
 Cleary Gull, Inc. Investment ManagersFinance Founded in 1987, Cleary Gull, Inc.is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm is a subsidiary of Cleary Gull Holdings, Inc., They are affiliated with Cleary Gull Advisors Inc. Cleary Gull may retain affiliated and unaffiliated investment managers to perform sub-advisory services for client accounts. The firm generally selects managers that are on the platform of a third party program administrator. Cleary Gull provides wealth management services to individuals, families, trusts, and non-profit organizations. | Sales & Marketing | - |
Training of Robert F. Schneider
| St. Norbert College, Inc. | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Cleary Gull, Inc.
Cleary Gull, Inc. Investment ManagersFinance Founded in 1987, Cleary Gull, Inc.is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm is a subsidiary of Cleary Gull Holdings, Inc., They are affiliated with Cleary Gull Advisors Inc. Cleary Gull may retain affiliated and unaffiliated investment managers to perform sub-advisory services for client accounts. The firm generally selects managers that are on the platform of a third party program administrator. Cleary Gull provides wealth management services to individuals, families, trusts, and non-profit organizations. | Finance |
Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. Savings BanksFinance Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
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