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Nell Fixsal

Advisor at Charles Schwab

Updated today

Location

Litchfield, IL

Credentials

Series 63, Series 66

About

Nell Fixsal is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of experience at Schwab. Her prior work includes positions at TD Ameritrade, Dillard's, Macy's, MAC Cosmetics, and The Lory Theater. Charles Schwab & Co., Inc. serves a large client base of 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 offers both non-discretionary advisory models with periodic recommendations and discretionary separately managed accounts, combining these with a centralized operational structure and access to alternative investments.

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

Litchfield, IL

Most active in

Illinois

Work history

Charles Schwab & Co., Inc.

2023 - Present (3 years)

TD Ameritrade

2022 - 2023 (1 year)

Dillard's

2019 - 2022 (3 years)

Macy's

2018 - 2019 (1 year)

MAC Cosmetics

2017 - 2018 (1 year)

The Lory Theater

2016 - 2018 (2 years)

Unemployed

2016 - 2019 (3 years)

Milly's Diner

2016 - 2016 (1 year)

Unemployed

2012 - 2016 (4 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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CFP®, Series 63, Series 65

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Carl Zeidler is a CFP® professional with 43 years of industry experience, currently serving as president and owner of Wall Street Financial Group, Inc. in Carlinville, IL. His prior experience includes roles at Kestra Advisory Services, LLC and NFP Securities, Inc. Outside of his advisory work, he owns and operates an insurance agency under Carl W Zeidler, PLC. Wall Street Financial Group, Inc. provides financial advice to individuals, businesses, local governments, and pension plans, offering portfolio management, pension consulting, and insurance services. The firm tailors investment portfolios based on client suitability and serves a diverse client base, including state and municipal entities.

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CFP®, PFS™, Series 65

Carlinville, IL

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John Zeidler is a CFP® and PFS™ credentialed advisor with eight years of industry experience, currently serving at Wall Street Financial Group, Inc. since 2017. Prior to his advisory role, he worked at Sam's Club and Panera Bread. Outside of his advisory duties, he is a licensed insurance agent specializing in life, health, critical illness, disability, and long-term care insurance, and he also manages a tax preparation business as a CPA. Wall Street Financial Group advises individuals, businesses, local governments, and pension and profit-sharing plans, offering discretionary portfolio management, pension consulting, financial planning, and insurance services. The firm serves both high-net-worth and non-HNW clients and is noted for its work with state and municipal clients and pension plan sponsors.

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Brenden B

CFP®, Series 65

Carlinville, IL

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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

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CFP®, Series 66

Carlinville, IL

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