Paul Schuelke
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Ameriprise Financial Services, LLCJul 2026 to now
- Intrua FinancialDec 2025 to Jul 2026
- LPL FinancialApr 2025 to Jul 2026
- Northwestern Mutual Wealth Management CompanyFeb 2024 to Apr 2025
- Dustin AshleyOct 2021 to Apr 2025
- Matt JablonskiOct 2021 to Apr 2025
- Jerry DavidFeb 2020 to Apr 2025
- Northwestern Mutual Investment Services LLCFeb 2020 to Apr 2025
- UnemployedAug 2019 to Dec 2019
- Gersald SchuelkeSep 2018 to Jul 2019
- Northwestern Mutual Investment Services LLCMay 2018 to Jul 2019
- Northwestern Mutual Investment Services LLCFeb 2017 to Feb 2018
- Northwestern Mutual Life Insurance CompanyJul 2016 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 5476457
- Firm CRD
- 6363