{"id":6866,"date":"2025-04-04T08:27:41","date_gmt":"2025-04-04T13:27:41","guid":{"rendered":"https:\/\/schenkelberg.investments\/?p=6866"},"modified":"2025-04-04T08:27:43","modified_gmt":"2025-04-04T13:27:43","slug":"whats-happening-with-schenkelberg-investments-3","status":"publish","type":"post","link":"https:\/\/schenkelberg.investments\/?p=6866","title":{"rendered":"What\u2019s Happening With Schenkelberg Investments?"},"content":{"rendered":"\n<p>Amy and I are excited for the growth that has occurred at Schenkelberg Investments. Opportunities to help clients meet financial needs and plan for the future continue to present themselves. We are constantly looking for ways we can more effectively and efficiently support families in their financial security and success. Amy and I have worked to improve processes and procedures so that assets under management can grow with the same level of service that our clients should expect.<\/p>\n\n\n\n<p>The end of the First Quarter of 2025 finds the firm with the following key statistics:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>$47.0 million in assets<\/li>\n\n\n\n<li>277 accounts<\/li>\n\n\n\n<li>89 household relationships<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"669\" height=\"403\" data-attachment-id=\"6867\" data-permalink=\"https:\/\/schenkelberg.investments\/?attachment_id=6867\" data-orig-file=\"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2025\/04\/image-3.png?fit=669%2C403&amp;ssl=1\" data-orig-size=\"669,403\" data-comments-opened=\"0\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"image\" data-image-description=\"\" data-image-caption=\"\" data-medium-file=\"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2025\/04\/image-3.png?fit=300%2C181&amp;ssl=1\" data-large-file=\"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2025\/04\/image-3.png?fit=669%2C403&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2025\/04\/image-3.png?resize=669%2C403&#038;ssl=1\" alt=\"\" class=\"wp-image-6867\" srcset=\"https:\/\/schenkelberg.investments\/wp-content\/uploads\/2025\/04\/image-3.png 669w, https:\/\/schenkelberg.investments\/wp-content\/uploads\/2025\/04\/image-3-480x289.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 669px, 100vw\" \/><\/figure>\n\n\n\n<p>New clients, in addition to historically attractive investment returns, helped contribute to firm success. It is a joy to see clients moving closer to their long-term financial goals. For everyone there is a constant balancing act of financial saving with spending the resources we all work so hard to earn throughout life. The proper balance of saving and spending is different for every client and can change over time.<\/p>\n\n\n\n<p>As Schenkelberg Investments grows, it is also a balancing act of supporting clients through financial planning and investment management while managing the operations and technical aspects of a business. Key updates include:<\/p>\n\n\n\n<p><strong><u>Web-Site Improvements<\/u><\/strong><\/p>\n\n\n\n<p>An effort has been made to update and improve the use of the web-site: www.schenkelberg.investments:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Access On-Line Accounts Through Schenkelberg Investments. <\/strong>There is now a \u201cTradePMR\u201d link on the <a href=\"http:\/\/www.schenkelberg.investments\">www.schenkelberg.investments<\/a> web-site where you can access on-line sign in to accounts.<\/li>\n\n\n\n<li><strong>Team Information. <\/strong>Information regarding Amy Vance, including experience, interest and photo are available.<\/li>\n\n\n\n<li><strong>Contact Us Link<\/strong>. A link on the front page has been added to contact us.<\/li>\n<\/ul>\n\n\n\n<p><strong><u>Secure File Sharing<\/u><\/strong><strong><\/strong><\/p>\n\n\n\n<p>The ability to send and receive documents securely through an email link is now available. In the past we would need to coordinate with clients in person, through mail or other work arounds to share secure information. Keeping client information secure is extremely important to us, and a more efficient process will help improve this interaction.<\/p>\n\n\n\n<p><strong><u>Drop in Transaction Fees<\/u><\/strong><\/p>\n\n\n\n<p>With growth in assets comes cost efficiency for the firm and clients. ETF and individual stock transaction costs have dropped from $9.95 to $6.95 per transaction.&nbsp;<\/p>\n\n\n\n<p>We appreciate each opportunity to be part of our clients\u2019 lives. There is a dedication to always try and maintain trust through transparency, honesty and a true desire to look at each client\u2019s best interest when making financial recommendations and trade decisions. Integrity, Experience, Empathy and Fiduciary have always been the cornerstone of Schenkelberg Investments, LLC.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Amy and I are excited for the growth that has occurred at Schenkelberg Investments. Opportunities to help clients meet financial needs and plan for the future continue to present themselves. We are constantly looking for ways we can more effectively and efficiently support families in their financial security and success. Amy and I have worked [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","enabled":false},"version":2}},"categories":[1],"tags":[],"class_list":["post-6866","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p7kXxe-1MK","jetpack-related-posts":[{"id":6925,"url":"https:\/\/schenkelberg.investments\/?p=6925","url_meta":{"origin":6866,"position":0},"title":"Schenkelberg Investments Ten Year Anniversary","author":"J.J. Schenkelberg, CFA","date":"April 6, 2026","format":false,"excerpt":"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\u2026","rel":"","context":"In &quot;News&quot;","block_context":{"text":"News","link":"https:\/\/schenkelberg.investments\/?cat=106"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2026\/04\/image.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2026\/04\/image.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2026\/04\/image.png?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":6693,"url":"https:\/\/schenkelberg.investments\/?p=6693","url_meta":{"origin":6866,"position":1},"title":"What&#8217;s Happening With Schenkelberg Investments?","author":"J.J. Schenkelberg, CFA","date":"April 10, 2023","format":false,"excerpt":"2022 was a less than enjoyable year from an investment return standpoint. However, overall we are off to a nice start in 2023. Business continued to grow at Schenkelberg Investments. Despite the drop in investment values the past year, assets under management at the firm hit a record level to\u2026","rel":"","context":"In &quot;Market Commentary&quot;","block_context":{"text":"Market Commentary","link":"https:\/\/schenkelberg.investments\/?cat=119"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2023\/04\/image-4.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2023\/04\/image-4.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2023\/04\/image-4.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2023\/04\/image-4.png?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":6596,"url":"https:\/\/schenkelberg.investments\/?p=6596","url_meta":{"origin":6866,"position":2},"title":"What&#8217;s Happening With Schenkelberg Investments?","author":"J.J. Schenkelberg, CFA","date":"January 12, 2022","format":false,"excerpt":"Where did 2021 go? They say life moves faster as we age. If the years continue to get faster, I am scared to blink. The past year has been a whirlwind of high school graduation, new college, new high school activities, work accomplishments, family trips and reconnecting with friends. Schenkelberg\u2026","rel":"","context":"In &quot;Market Commentary&quot;","block_context":{"text":"Market Commentary","link":"https:\/\/schenkelberg.investments\/?cat=119"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2022\/01\/AUM-123121.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2022\/01\/AUM-123121.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2022\/01\/AUM-123121.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2022\/01\/AUM-123121.png?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":6900,"url":"https:\/\/schenkelberg.investments\/?p=6900","url_meta":{"origin":6866,"position":3},"title":"Schenkelberg Investments, LLC \u2013 Independent RIA Structure","author":"J.J. Schenkelberg, CFA","date":"October 7, 2025","format":false,"excerpt":"Schenkelberg Investments, LLC, is set up as an Independent Registered Investment Advisor (RIA). There are many ways investment and financial advisory services can be offered. Clients can work with financial advisors at banks like Wells Fargo, brokerage firms like Merrill Lynch, insurance companies like Northwestern Mutual, or independent registered investment\u2026","rel":"","context":"In &quot;News&quot;","block_context":{"text":"News","link":"https:\/\/schenkelberg.investments\/?cat=106"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2025\/10\/image.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2025\/10\/image.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2025\/10\/image.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2025\/10\/image.png?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2025\/10\/image.png?resize=1050%2C600&ssl=1 3x"},"classes":[]},{"id":6554,"url":"https:\/\/schenkelberg.investments\/?p=6554","url_meta":{"origin":6866,"position":4},"title":"Five-Year Anniversary","author":"J.J. Schenkelberg, CFA","date":"April 12, 2021","format":false,"excerpt":"Schenkelberg Investments, LLC, is officially five years old in April. In April 2016 the LLC was approved by the state of Nebraska. Following this approval, the Registered Investment Advisory and operations were set up to take on the first client. On May 24, 2016, the first client account transferred. What\u2026","rel":"","context":"In &quot;Financial Planning&quot;","block_context":{"text":"Financial Planning","link":"https:\/\/schenkelberg.investments\/?cat=122"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2021\/04\/AUM-Chart-041221.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2021\/04\/AUM-Chart-041221.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2021\/04\/AUM-Chart-041221.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2021\/04\/AUM-Chart-041221.png?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":6648,"url":"https:\/\/schenkelberg.investments\/?p=6648","url_meta":{"origin":6866,"position":5},"title":"Introducing Amy Vance, Director of Operations","author":"J.J. Schenkelberg, CFA","date":"October 18, 2022","format":false,"excerpt":"Please join me in welcoming Amy Vance to the Schenkelberg Investments team. Amy will be a permanent member of the team filling the role of Director of Operations. Amy and I previously worked together for several years and I have the utmost trust and confidence in her experience and integrity.\u2026","rel":"","context":"Similar post","block_context":{"text":"Similar post","link":""},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2022\/10\/Vance-Family-101622.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]}],"_links":{"self":[{"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=\/wp\/v2\/posts\/6866","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=6866"}],"version-history":[{"count":1,"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=\/wp\/v2\/posts\/6866\/revisions"}],"predecessor-version":[{"id":6868,"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=\/wp\/v2\/posts\/6866\/revisions\/6868"}],"wp:attachment":[{"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=6866"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=6866"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=6866"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}