portrait of Nick Schubert
FINANCIAL ADVISOR

Nick Schubert

CFP®, ChFC®, AAMS™, CRPC™
201 Gateway Drive Suite 400, Beaver Dam, WI 53916opens in a new window
Referrals Only
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Charitable Giving
  • Sustainable investing

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Traveling
  • Golfing
  • Cycling

Team Members

  • Beth Ratajczak
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(920) 356-5028

Fax

(888) 836-4711

Office Address

201 Gateway Drive Suite 400
Beaver Dam, WI 53916opens in a new window

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