Jacqueline Ann Schneider
Investment adviser representative at The Milwealth Group, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$496.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- The Milwealth Group, LLC (fna Mccarthy Grittinger Financial Grp)Sep 2014 to now
- The Milwealth Group, LLCFeb 2007 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (WI).
The Milwealth Group, LLC
$496.9MAssets managed
236Clients
5Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5279285
- Firm CRD
- 108931