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Craig Schnuelle

Advisor at OSAIC

Updated today

Location

Watertown, WI 53094

Credentials

CFP®, Series 66

Industry experience

21 years

About

Craig Schnuelle is a CFP® with 21 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Woodbury Financial Services and SII Investments. He is involved in community activities as the President of the Palmyra Lions Club and serves as Chair for the Village of Palmyra, Wisconsin. Schnuelle also volunteers at local track meets. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm’s investment process incorporates risk-tolerance assessments, asset allocation planning, and portfolio optimization, offering a wide range of investment options through various custodial platforms.

Client services

Based on OSAIC

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

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

535 Milford Street, Ste A1

Watertown, WI 53094

Most active in

Texas · Wisconsin

Work history

OSAIC

2024 - Present (2 years)

Woodbury Financial Services INC

2017 - 2024 (7 years)

SII Investments

2011 - 2017 (6 years)

Disclosures

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

Business activities & affiliations

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Active portfolio management Passive / index investing Wealth management

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Watertown, WI

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Series 63

Oconomowoc, WI

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College savings (529s, UTMA, etc.) General retirement planning General tax planning General estate planning guidance Options & derivatives strategies
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Series 63

Oconomowoc, WI

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College savings (529s, UTMA, etc.) General retirement planning General tax planning General estate planning guidance Options & derivatives strategies
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Tyler S

ChFC®, Series 66

Watertown, WI

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Benjamin M

Series 66

Dousman, WI

Stephens

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Wealth management Founder/Business Owner Retired
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