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Nell Kay Fixsal

Advisor at Charles Schwab — Litchfield, IL

Updated today

Credentials

Series 63, Series 66

Experience

3 years

Location

Litchfield, IL

Charles Schwab logo

Charles Schwab

Institution

Total advisors

6,729

Across 755 offices

Clients per advisor

142 Very High

Avg AUM per client

$0 Very Low

HNW client ratio

0% Very Low

About

Nell Fixsal is a financial advisor with Charles Schwab & Co., Inc. in Litchfield, IL, holding Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at TD Ameritrade, Dillard's, Macy's, MAC Cosmetics, and The Lory Theater. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset investment approach supported by Schwab Center for Financial Research due diligence.

Client services

Based on Charles Schwab

Financial planning Selection of other advisers
Wrap fee program sponsor and financial planning advisor referral program

Expertise

Based on Charles Schwab

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)

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Fee options

Percentage

$0 - $1,000,000: 0.80% annually More than $1,000,000 - $2,000,000: 0.75% annually More than $2,000,000 - $5,000,000: 0.70% annually More than $5,000,000 - $10,000,000: 0.50% annually More than $10,000,000 - $25,000,000: 0.30% annually More than $25,000,000+: 0.30% annually or less, as negotiated

Other

Account minimum: $500,000 Minimum fee: Quarterly minimum fee equal to the lesser of $1,000 or the quarterly fee from applying a 1.60% annual percentage rate to total billable assets. Fee-only: Yes - The Schwab Wealth Advisory program charges a wrap fee including advisory, brokerage, custody, and administrative fees; no separate commissions are charged on trades within the program.

Location

See office

Litchfield, IL

Litchfield IL

Advisors at this office

1

Most active in

Illinois

Work history

3 years of industry experience

Charles Schwab & Co., Inc.

2023 - Present • 3 years

Highland, IL

TD Ameritrade

2022 - 2023 • 1 year

St Louis, MO

Dillard's

2019 - 2022 • 3 years

Fairview Heights, IL

Macy's

2018 - 2019 • 1 year

Fairview Heights, IL

MAC Cosmetics

2017 - 2018 • 1 year

Fairview Heights, IL

The Lory Theater

2016 - 2018 • 2 years

Highland, IL

Unemployed

2016 - 2019 • 3 years

Higland, IL

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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Carl Z

CFP®, Series 63, Series 65

Carlinville, IL

Wall Street Financial Group, Inc.

Carl Zeidler is a CFP® professional with 43 years of industry experience, currently serving as president and owner of Wall Street Financial Group, Inc. He has been with the firm since 1988 and briefly worked at Kestra Advisory from 2016 to 2017. In addition to his advisory role, he is a licensed insurance agent and owns an insurance business. Wall Street Financial Group serves individual investors, including high-net-worth and non-HNW clients, as well as state and municipal government entities. The firm combines discretionary portfolio management with financial and insurance planning, offering educational seminars and maintaining multiple professional designations among its three advisors.

Retirement plans for business owners (SEP, solo 401k) Annuities Long-term care insurance Life insurance needs analysis Disability insurance Self-Employed Founder/Business Owner
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John Z

CFP®, PFS™, Series 65

Carlinville, IL

Wall Street Financial Group, Inc.

John Zeidler is a CFP® and PFS™ credentialed advisor with eight years of industry experience. He has been with Wall Street Financial Group, Inc. since 2017. Outside of his advisory role, he is a licensed insurance agent specializing in life, health, and disability insurance, and he is also involved in tax preparation services through his ownership of Wall Street Tax Services LLC. Wall Street Financial Group serves individual investors, including high-net-worth and non-HNW clients, as well as state and municipal government entities. The firm combines discretionary portfolio management with financial planning and integrates licensed insurance activities to address client needs.

Retirement plans for business owners (SEP, solo 401k) Annuities Long-term care insurance Life insurance needs analysis Disability insurance Self-Employed Founder/Business Owner
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Brenden B

CFP®, Series 65

Carlinville, IL

Wall Street Financial Group, Inc.

Brenden Brown is a CFP® and Series 65 licensed financial advisor with three years of industry experience. He has worked at Wall Street Financial Group, Inc. since 2022 and previously held positions at United Community Bank and Central Stone & Landscape Supply. Wall Street Financial Group, Inc. advises individuals, businesses, local governments, and pension and profit-sharing plans, offering discretionary portfolio management, pension consulting, financial planning, and insurance services. The firm tailors portfolios using a range of investment products and serves state and municipal clients with pension consulting, distinguishing itself within the industry.

Retirement plans for business owners (SEP, solo 401k) Annuities Long-term care insurance Life insurance needs analysis Disability insurance Self-Employed Founder/Business Owner
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Chris H

Series 63, Series 65

Carlinville, IL

IPI Wealth Management, Inc.

Chris Hammann is a financial advisor with IPI Wealth Management, Inc. in Carlinville, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Investment Planners, Inc. since 1997. Outside of advising, Hammann is involved as a musician with Miles Station Music and owns a farm. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with risk-based model suites and utilizes an outsourced-agent operational model for trade execution and reporting.

ESG / Sustainable investing Retirement income strategy

Kelly S

Series 66

Litchfield, IL

Edward Jones

Kelly Steiner is a financial advisor with Edward Jones in Litchfield, IL, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2005. Outside of advising, Steiner is involved as a distributor for Advocare, a supplements and vitamins business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Michael H

CFP®, Series 66

Carlinville, IL

Edward Jones

Michael Hadley is a CFP® and holds a Series 66 license, with 12 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns farmland in Carlinville, IL, which generates income through the Conservation Reserve Program (CRP). Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a nationwide network of financial advisors and branch offices. The firm provides both discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services under a fiduciary standard.

Retirement income strategy Business exit / sale strategy Divorce financial planning General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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