TrueAdvisor
TrueAdvisor
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Juan Yang Schmelzle

Trustage Investment Management
10 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Trustage Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
363 clients
Average Client Portfolio
$102.6M average
Assets Under Management
$37.3B

Fee Structure

Financial Planning:Investment management only

Location

5910 Mineral Point Rd, Madison, WI, 53705

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Trustage Investment Management
February 2016 - Present · 10 yrs
CUNA Brokerage Services, INC.Broker
April 2015 - Present · 10 yrs 10 mos
Previous Registrations
CUNA Brokerage Services, INC.
February 2016 - February 2016 · 0 mos
State Registrations1 state
WI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.