Wellth Advisory Services
44yrs
Top advisor by experience at Wellth Advisory Services
35yrs
Lisa Lynn Schebler
Financial advisor at Wellth Advisory Services
At a glance
Experience35 years (since 1992)
How that compares ?Top 9% by experience nationwide
OfficeShorewood, IL
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Wellth Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2024 – nowWellth Advisory Services, LLCCurrent firm
- Nov 2023 – Jul 2024Global Retirement Partners LLCPreviously
- 2016 – 2023Kestra Advisory Services, LLCPreviously
- May 2015 – Sep 2016Kestra Investment Services, LLCPreviously
Questions to ask Lisa
Tailored to Lisa’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 Lisa
How do I contact Lisa?
Call Wellth Advisory Services at 866-777-4015 and ask for Lisa Lynn Schebler. Lisa works from the Shorewood, IL office.
How long has Lisa been a financial advisor?
Lisa has been in the industry since 1992, about 35 years. Top 9% by experience nationwide.
What licenses does Lisa hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Lisa a fiduciary?
Lisa is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lisa paid?
Wellth Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Lisa for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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