portrait of Seth D Schuett
FINANCIAL ADVISOR
Accepting New Clients
CallSend Me a Message

About Seth

The first thing to know about me is that I value deep, meaningful relationships with my clients. I'm also very goal driven; I love achieving goals for my clients and myself. I get to know each client and family as we build strategies together to do so.

I help families and business owners define their vision for their finances. I also analyze opportunities and threats to their strategies and portfolios. I'm naturally both logical and analytical, and I also believe in connecting deeply with people. Relational connection is my foundation for changing financial anxiety to financial confidence.

Growing up in southeastern Wisconsin,...

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Business Retirement Plans
  • Estate & Legacy Strategies

Work History

  • Edward JonesMarch 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Northwestern CollegeBachelor of Science

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Running
  • Football
  • Basketball

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Office Information

Hours

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

Additional Hours

  • Web Conferencing

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