The above companies are service providers with Schenkelberg Investments and are not directly affiliated with the firm.
TradePMR provides technology and brokerage services for independent registered investment advisors (RIAs). Specific services include but are not limited to providing comprehensive technology solutions including basket trading, power trades and a full range of specialized tools, such as integrated Performance Reports.
MoneyGuidePro provides financial planning reports to help advisors discuss options with clients.
Wells Fargo Clearing Services, LLC provides custodial and clearing services for clients.