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Scott S
CFP®, Series 63
Mukwonago, WI
Raymond James Financial
Scott Schreiber is a CERTIFIED FINANCIAL PLANNER™ professional with over 32 years of experience in the financial services industry. He has been affiliated with Raymond James Financial Services Advisors Inc. since 2017 and previously operated Schreiber Investment Advisory Services for a decade. Outside of his advisory role, he is involved in a support company, Schreiber Financial Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary planning and consulting using analytical tools to align with client goals and supports various advisory programs across a large network.
John S
CFP®, Series 63
Mukwonago, WI
Raymond James Financial
John Schreiber is a CFP® with 49 years of industry experience, currently serving at Raymond James Financial Services Advisors Inc. since 2017. He previously operated his own advisory firm, Schreiber Investment Advisory Services, for nine years. Schreiber also owns John Schreiber Services Inc., where he works as an independent contractor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented approach utilizing risk profiling and modeling tools, and supports a broad network of advisors and affiliated firms.
Lukas S
Series 66
Mukwonago, WI
Raymond James Financial
Lukas Schreiber is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial and Raymond James Financial Services, Inc. since 2022. Outside of his advisory role, he has been involved with Schreiber Financial Services, Inc., where he handles operational duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by risk profiling and analytical tools to help clients make informed decisions and offers specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.
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