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Schroeder Financial Services, LLC
104 W. Main St. ste b
Watertown, WI 53094
Phone: 920-261-8126 • Fax: 920-212-3144
www.schroederfinancialservices.com •
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
 
Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.
 
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. We are registered to offer securities in the following states: WI, FL, IL, NC, SC, CA
 
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.. Securities are not FDIC Insured, not guaranteed, and may lose value. Osaic Wealth, Inc. does not provide tax or legal advice.
 
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Check the background of this financial professional on FINRA's BrokerCheck