A complete list of active advisors currently associated with Schneider Wealth Management

Warmer can help you find a great advisor at Schneider Wealth Management or one who fits your needs even better.

Schneider Wealth Management provides discretionary asset management and comprehensive financial planning to individuals, high‑net‑worth individuals, and trusts or estates, delivering written recommendations and ongoing monitoring. The firm’s principal is a licensed insurance agent who offers insurance products for separate compensation, and SWM does not require a minimum to open an account. The firm builds portfolios using a mix of fundamental, cyclical, technical analysis and modern portfolio theory, and it acts with discretionary trading authority to implement client strategies. SWM may engage third‑party sub‑advisors to manage all or a portion of client assets; those sub‑advisors execute trades, maintain agreed models, and their fees are included within SWM’s stated advisory fee. Distinctive aspects in the brochure include that SWM registered in 2026 and is 100% owned by its principal but describes the use of affiliated persons, independent contractors and sub‑advisors rather than operating as a traditional solo practitioner. The firm also reports a small client base and assets under management (about $1.54 million across eight clients), discloses the use of options and margin strategies among its risks, and does not vote client proxies.

To learn more about the advisors currently working at Schneider Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Spencer Schneider	Omaha, NE	1

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