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Spencer S

Series 65

Omaha, NE

Schneider Wealth Management LLC

Spencer Schneider is a financial advisor at Schneider Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked at PairOne Private Wealth LLC for one year before founding his own firm. Schneider Wealth Management LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm tailors investment programs based on client goals and risk tolerance, employing various analytical methods and overseeing third-party sub-advisors to manage client portfolios.

General retirement planning Income planning General tax planning Business sale tax planning Wealth management Young Professionals
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