Our Firm
About Schneiss Financial Group
Schneiss Financial Group was founded in 1986 by Jeff Schneiss. As an independent firm, we are not beholden to investment banks, insurance conglomerates, or the whims of Wall Street. We’re business owners and entrepreneurs who deliver investment and financial advice that is solely for the benefit of you, our client.
Our financial services experience has covered the market highs of the 90s, the dotcom bubble of the 2000s, and the uncertainty of the Great Recession. Through every market upturn and downturn, we’ve consistently supported our clients’ need for common sense financial advice in an ever-changing world.
A family-owned business spanning two generations, Schneiss Financial Group welcomed Gabriel Schneiss, Jeff’s son, into the business in 2016. Together they guide the future of our firm while staying true to what matters most – caring for our clients.
Our Strategic Partners
Schneiss Financial Group has aligned with the following companies who provide business processing, regulatory oversight, trade execution, custody of assets, and other back-office support. Our relationship with them allows us to focus entirely on serving our clients.
TAG Network
Schneiss Financial Group is affiliated with a network of over 400 independent advisors.
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Cambridge Investment Group, Inc.
Cambridge is comprised of two different entities – a broker-dealer that facilitates the purchase and sale of securities, and a registered investment adviser that processes our fee-based business. They also help to ensure we remain compliant with all state and federal securities and compliance laws.
Pershing
Pershing is one of the largest custody and clearing firms in the industry and provides trade execution, clearing, and custody of assets.
Third-Party Companies
Depending on your investment need, we may recommend products purchased and held directly at third-party companies, such as certain mutual funds or annuities. Each of these companies is personally reviewed and selected by our team to ensure they meet the highest quality standards.
Securities Investor Protection Corporation (SIPC)
Your accounts are further protected by SIPC, a federally mandated non-profit corporation, funded by its member firms, to protect investors against brokerage firm insolvency. SIPC’s role is to return funds and securities to investors if a member firm holding these assets goes under. All of the firms we work with are members of SIPC and securities in your accounts are protected up to $500,000.