Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
35yrs
Kathy Schneider
Full name on record: Kathy E Schneider
Financial advisor at Ameriprise Financial Services
Based in Boca Raton, Florida, Kathy Schneider is a financial advisor with 35 years of industry experience. Kathy has been with Ameriprise Financial Services since 2007. Kathy holds the CFP® designation.
At a glance
Experience35 years (since 1991)
How that compares ?Top 8% by experience in Florida
Office4800 N Federal Hwy Suite D200, Boca Raton, FL 33431
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2007 – nowAmeriprise Financial Services, LLCCurrent firm
Questions to ask Kathy
Tailored to Kathy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kathy
How do I contact Kathy?
Call Ameriprise Financial Services at 612-671-3131 and ask for Kathy Schneider. Kathy works from the Boca Raton, FL office.
How long has Kathy been a financial advisor?
Kathy has been in the industry since 1991, about 35 years. Top 8% by experience in Florida.
What licenses does Kathy hold?
Series 63. Tap any license on this page to see what it allows.
Is Kathy a fiduciary?
Kathy is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Kathy paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Kathy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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