James Mathew Schaeve
Investment adviser representative at Intellicents Investment Solutions Inc
10 yearsExperience
1 stateRegistered in
$9.9BFirm assets
30 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 feeCommissions
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.
- Intellicents Investment Solutions, inc.Aug 2026 to now
- Annex Wealth ManagementOct 2025 to Aug 2026
- Associated BankFeb 2022 to Oct 2025
- PaycorJun 2021 to Feb 2022
- Direct SupplyJun 2019 to Jun 2021
- American Family InsuranceJul 2017 to Sep 2019
- Marquette UniversitySep 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (WI).
Intellicents Investment Solutions Inc
$9.9BAssets managed
8,280Clients
61Advisers
30 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
- 8211400
- Firm CRD
- 107498