March 17, 2016, Schenkelberg Investments, LLC was officially recognized by the Internal Revenue Service as an official entity. By June of 2016, the Registered Investment Advisory was fully licensed, set up for business with TradePMR and the first accounts were put on the books.
If you had told me then that we would have breached $60 million in assets with over 300 accounts 10 years later, I am not sure I would have believed you. Not to mention also having a trusted co-worker in Amy Vance.
Schenkelberg Investments was started with the vision of wanting to help individuals improve their financial future in the most cost-effective and quality way accessible. I like to think that we continue to deliver on this vision and sincerely value the trust our clients put in us each day to help guide decisions. Being independent means being able to choose from products across any institution available. Choosing the best options for the client rather than what the parent company wants to sell.
Starting an independent business is not for the faint of heart. Especially one that is subject to the whims of an ever-changing stock market. I take the faith and trust our clients put in our hands seriously. Financial security is an important part of everyone’s emotional safety.
The relationships that have been established and expanded through this business mean a lot to me. Identifying what is most important to each individual with whom we work is key to building that feeling of safety. The financial planning process at Schenkelberg Investments is about setting a firm foundation in the beginning of our relationship and then identifying one or two items each year that will help build a more secure footing to reach goals and build that feeling of safety.
Nothing gives me more joy than hearing from a client who has taken the trip, paid off a loan, completed their estate plan, enjoyed their first year of retirement or any other personal goal that has enriched their life. If I can provide the framework for clients to take these steps with more confidence, then the business is a success no matter how many assets we have under management. As the firm grows, this will always remain the focus.
That being said, it is still pretty fun to see the growth in assets that has come with the above goals. As of the end of the First Quarter of 2026 the firm has the following key statistics:
- $59.3 million in assets
- 304 accounts
- 98 household relationships
Our goal for the next 10 years will be to continue providing quality products and services to provide our clients with the framework they need to feel safe and secure with their financial future. Thank you from the bottom of my heart for your relationship and I look forward to continuing walking through life with you.
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