Jennifer Schenkelberg
Schenkelberg Investments · Omaha, Nebraska
Jennifer Schenkelberg is a fee-only financial advisor at Schenkelberg Investments in Omaha, Nebraska, who holds the CFA credential. Schenkelberg Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Jennifer →
Facts
| Firm | Schenkelberg Investments |
|---|---|
| Based in | Omaha, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $59.5M across 304 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IA, NE, TX · CRD 2767910 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.schenkelberg.investments |
How Jennifer's firm compares
- Schenkelberg Investments's average account is about $196,000, from its Form ADV (assets managed divided by 304 accounts).
Request an introduction to Jennifer
Tell Jennifer a little about what you're looking for. Jennifer isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jennifer
Is Jennifer Schenkelberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Schenkelberg Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer's firm, Schenkelberg Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jennifer Schenkelberg based?
Jennifer Schenkelberg is based in Omaha, Nebraska.
What credentials does Jennifer Schenkelberg hold?
Jennifer Schenkelberg holds the CFA credential.
Is Jennifer Schenkelberg registered with the SEC?
Yes. Jennifer Schenkelberg is registered as an investment adviser representative in IA, NE and TX (CRD 2767910), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Schenkelberg Investments manage?
Schenkelberg Investments reports $59.5M across 304 accounts in assets under management.
How do I contact Jennifer Schenkelberg?
Through Jennifer's website, www.schenkelberg.investments.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.