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Christine Annette Schlicker

Advisor at Cetera — Heber Springs, AR Wilburn Road

Updated today

Credentials

Series 63, Series 65

Experience

20 years

Location

Heber Springs, AR 72543

Cetera logo

Cetera

Institution

Total advisors

10,197

Across 5,098 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Christine Schlicker is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. She has worked at Cetera since 2021 and previously spent seven years with VOYA Financial Advisors. She is also president of Integrity Financial, Inc., a firm involved in the sales and service of fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Heber Springs, AR Wilburn Road

315 Wilburn Road

Heber Springs AR 72543

Advisors at this office

1

Most active in

Arkansas · Texas

Work history

20 years of industry experience

Cetera

2023 - Present • 3 years

Schaumburg, IL

Cetera Wealth Services, LLC

2021 - Present • 5 years

El Segundo, CA

VOYA Financial Advisors

2014 - 2021 • 7 years

Heber Springs, AR

Integrity Financial

2005 - Present • 21 years

Heber Springs, AR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Pete P

Series 63, Series 65

Herber Springs, AR

SPC

Pete Pallone is a financial advisor at SPC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parkland Securities, LLC since 2014 and Sigma Planning Corp since 2002. Outside of his advisory role, he is a cattle ranch owner and serves as a board member of the Cleburne County Cattlemen’s Association in Arkansas. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm operates a large advisory network and delivers tailored investment advice, often through discretionary account programs such as SIGMA Managed Account.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Charles W

Series 63, Series 65

Fairfield Bay, AR

Robert Baird & Co.

Charles Wheeler is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and has 44 years of industry experience. He has worked at Robert Baird & Co. since 1996 and previously at Merrill Lynch, Pierce, Fenner & Smith. Outside of his advisory role, Wheeler is a passive investor involved in family LLCs that engage in non-investment real estate activities. He is part of the DDK Group within Robert W. Baird & Co.'s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, and separately managed accounts, employing manager-traded and model-traded strategies with ongoing investment monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Ken C

Series 63, Series 65

Edgemont, AR

Wells Fargo Clearing

Ken Chastain is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2006 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets with more than 14,000 advisors and offers both brokerage and advisory services.

Retired Founder/Business Owner

Kristopher F

Series 66

Fairfield Bay, AR

Edward Jones

Kristopher Feeler is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, he worked at Windstream from 2016 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Educators, Teachers, and Academics

Kevin F

Series 63, Series 66

Fairfield Bay, AR

Edward Jones

Kevin Feeler is a financial advisor at Edward Jones with 21 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Outside of his advisory role, he is a limited partner in Honeybee's Smokehouse LLC and part owner of a startup social media company based in Wyoming. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive

Kimberley O

Series 66

Heber Springs, AR

Edward Jones

Kimberley Owen is a financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Century 21 Dunaway and Hart Inc. from 2012 to 2017. Outside of advising, she has been involved with the sale of artwork through Red Door Gallery. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner Educators, Teachers, and Academics
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