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Kevin L Schaeuble

Advisor at Quartz Partners Investment Management — Kingsley, IA

Updated today

Credentials

Series 63, Series 66

Experience

3 years

Location

Kingsley, IA

Quartz Partners Investment Management logo

Quartz Partners Investment Management

Multi-team

Total advisors

30

Across 23 offices

Clients per advisor

25 Very Low

Avg AUM per client

$486,570 Typical

HNW client ratio

12% Low

About

Kevin Schaeuble is a financial advisor with Quartz Partners Investment Management, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Quartz Partners and Etico Partners in 2026, he worked at Thrivent Financial and Thrivent Investment Management Inc. from 2024 to 2026 and was involved with Plendl Feed Service, Inc. for 24 years. Quartz Partners serves a diverse client base including individual investors, retirement plans, institutions, and financial intermediaries. The firm employs a model-based investment approach combining top-down macro analysis and bottom-up stock selection, offering discretionary account management, model portfolios, and advisory services.

Client services

Based on Quartz Partners Investment Management

Financial planning Portfolio management Pension consulting
Outsourced cio research & security recommendation

Expertise

Based on Quartz Partners Investment Management

Active portfolio management Factor investing / smart beta Passive / index investing Wealth management

Occupation focus

Based on Quartz Partners Investment Management

Financial Professional Founder/Business Owner

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Fee options

Percentage

$0 - $499,999.99: 0.75% (Active Strategies) / 0.48% (Passive Strategies) $500,000 - $2,999,999.99: 0.60% (Active Strategies) / 0.40% (Passive Strategies) $3,000,000+: 0.50% (Active Strategies) / 0.35% (Passive Strategies)

Other

Account minimum: $10,000 Minimum fee: Minimum annual fee of $200 unless waived Fee-only: Advisory services provided on a continuous fee-only basis calculated as a percentage of total account value.

Location

See office

Kingsley, IA

Kingsley IA

Advisors at this office

1

Most active in

Colorado · Iowa

Work history

3 years of industry experience

Quartz Partners LLC

2026 - Present • 1 year

Saratoga Springs, NY

Etico Partners LLC

2026 - Present • 1 year

Saratoga Springs, NY

Thrivent Financial

2024 - 2026 • 2 years

Appleton, WI

Thrivent Financial

2024 - 2024 • 1 year

Appleton, WI

Thrivent Investment Management Inc

2024 - 2026 • 2 years

Kingsley, IA

Plendl Feed Service, Inc.

2000 - 2024 • 24 years

Kingsley, IA

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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Keith B

Series 66

Kingsley, IA

Packerland Brokerage Services, Inc.

Keith Bohle is a financial advisor with Packerland Brokerage Services, Inc. in Kingsley, Iowa. He holds a Series 66 designation and has 20 years of industry experience. In addition to his advisory role since 2011, he is co-owner of Bohle Farms and the Dynamix School of Dance, operating two dance studios. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services with a range of portfolio management options and manages over $900 million in client assets.

Retirement income strategy Options & derivatives strategies Wealth management
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Christen C

Series 63, Series 66

Moville, IA

Cetera

Christen Countryman is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Cetera in 2023, Christen worked at Cetera Wealth Services, LLC and Voya Financial Advisors. Outside of advising, Christen serves as a board member of the Moville Community Development Association, is a director of the Woodbury County Rural Electric Cooperative, and acts as a certified exit planning advisor assisting privately held business owners. Cetera Investment Advisers LLC is a large SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over 10,000 advisors and approximately $256 billion in assets under management.

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