Kollin Schaudt
Investment adviser representative at Citigroup Global Markets Inc.
15 yearsExperience
1 stateRegistered in
$56BFirm assets
62 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Citigroup Global Markets Inc.Jul 2025 to now
- CitigroupJun 2025 to now
- Northern Trust BankDec 2022 to May 2025
- Northern Trust Securities, Inc.Dec 2022 to May 2025
- Sagepoint Financial, Inc.Mar 2020 to Nov 2022
- Wintrust BankMay 2018 to Mar 2020
- Iowa State UniversityJan 2018 to May 2018
- Peach and GreenJun 2017 to Jan 2018
- Fareway Stores, Inc.Jan 2011 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
Citigroup Global Markets Inc.
$56BAssets managed
59,829Clients
2,405Advisers
62 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
- 7239266
- Firm CRD
- 7059