AF

Adrienne Schreur Frank

11 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
262 advisors
Number of Clients
71,370 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$259.9B

Fee Structure

Financial Planning:Investment management only

This brochure does not contain specific fee schedules or ranges. Fees for Institutional Separate Accounts are individually negotiated. For Retail SMAs, fees are determined by wrap fee programs or dual contract arrangements. Clients are responsible for selecting a Designated Cash Sweep Vehicle for uninvested cash.

Areas of Practice
Investment Management
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Advisor Information

Office location

333 West Wacker Drive, Chicago, IL, 60606

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Adrienne is a trustee of the H.K. Schreur Family Trust for the benefit of her father, Steve Schreur, dedicating a few hours per week. This activity is investment-related.

Employment History
Current Registrations
Nuveen Asset Management, LLC
September 2022 - Present · 3 yrs 4 mos
Nuveen Securities, LLCBroker
September 2022 - Present · 3 yrs 4 mos
Previous Registrations
Vanguard Advisers, INC.
October 2019 - July 2022 · 2 yrs 9 mos
Vanguard Marketing CorporationBroker
July 2018 - July 2022 · 4 yrs
State Farm Vp Management CORP.Broker
April 2014 - February 2018 · 3 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.