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SCHNELL FINANCIAL GROUP, LLC
CRD 137969
821 THOMPSON BOULEVARD, SEDALIA, MO, 65301, United States
Phone
660-826-4778
Fax
660-826-2139
Registration
— (—)
Source
State registered
Total AUM
$67.3M
Discretionary AUM
$67.3M
Team
5 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; RETAINER BASED ON NET WORTH
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $16.3M |
| High net worth individuals | 30 | $47.0M |
| Pension/profit sharing plans | 1 | $4.0M |
All web addresses on file
Official SEC filing: View on IAPD