Edward Jones-Financial Advisor: Nick Schubert

Edward Jones-Financial Advisor: Nick Schubert Born and raised in Beaver Dam, WI, I am proud to serve families throughout Wisconsin and across the country. That same philosophy carries over into my work.

I help successful retirees, professionals and business owners make confident financial decisions so they can spend less time worrying about money and more time focusing on what matters most. My wife, Alyssa, is a registered nurse, and together we are raising our three boys, Zeke, Crew and Rory. Family is at the center of everything we do, and it shapes the way I serve my clients. Whether we’re bik

ing, traveling, volunteering, golfing or cheering on the Badgers, we value experiences and making the most of our time together. I believe money is ultimately a tool to help you live a more meaningful life, care for the people you love and create a lasting legacy. If you’re reading this, there’s a good chance you were referred to us by a friend, family member, client or trusted professional. In fact, the vast majority of the families we serve come to us through personal introductions. We consider that trust a tremendous responsibility. How We Help
Our role goes far beyond investments. We work closely with clients to create personalized strategies that help them navigate retirement, investments, estate considerations, charitable giving and all of life’s major financial decisions. We believe financial planning should simplify your life, not complicate it. That’s why we strive to make complex topics easy to understand and provide guidance that is practical, personalized and proactive. Who We Serve
Many of our clients have accumulated significant assets and are looking for more than investment management. They want a trusted advisor who understands how all the pieces of their financial life fit together. So, whether your net worth is $1 million or over $10 million, we welcome the opportunity to get to know you. I was recognized by Forbes as one of the Top Next-Gen Wealth Advisors Best-In-State in Wisconsin for 2025 & 2026.*

*2025 & 2026 Forbes|SHOOK® Top Next-Gen Wealth Advisors Best-In-State for Wisconsin, published August 2025 & 2026, research by SHOOK® Research LLC data as of March 2025 & 2026. Compensation was provided for use of the rating. The rating is not based on investment performance or client experience.

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/3S7d3UA

03/18/2026

At Edward Jones, we’re excited to share our No. 1 ranking for Client Satisfaction among Advised Investors and four Best-in-Class rankings in the JD Power 2026 U.S. Investor Satisfaction Study.

For us, this demonstrates everything we stand for: Long-term personal relationships. Tailored, trusted guidance. And wealth management services to help clients build a life that’s rich with experiences and meaning.

Thank you to our clients for the recognition and to the entire Edward Jones team for making it happen.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

Finding your name in Forbes is an honor – and I’m happy to share that I am among 300 Edward Jones financial advisors acr...
08/08/2025

Finding your name in Forbes is an honor – and I’m happy to share that I am among 300 Edward Jones financial advisors across the U.S. to have achieved Forbes’ Top Next-Gen Best-In-State 2025 ranking.

These are the next generation of leaders, all younger than 40 with at least four years of experience. Forbes selected these financial advisors for its 2025 ranking based upon qualitative criterion — mostly gained through telephone, virtual, and in-person due diligence interviews — as well as quantitative data.

It’s my honor to share this news with you. Congratulations to my fellow Edward Jones financial advisors who also made this distinguished list.

2025 Forbes Top Next-Gen Wealth Advisors Best-in-State in WI, published August 2025, research by SHOOK Research LLC, data as of March 2025. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback. https://www.forbes.com/lists/best-in-state-next-gen-advisors/

It seems like there’s a constant barrage of myths about Social Security. But do they have merit? Learn what’s behind the...
08/07/2025

It seems like there’s a constant barrage of myths about Social Security. But do they have merit? Learn what’s behind these myths, whether there’s any truth to them and, most importantly, what you can do. And, as always, I’m here to answer any questions you have about Social Security benefits and how they factor into your retirement strategy.

Learn the truth about three Social Security rumors and more importantly, what you can do about them.www.edwardjones.com/us-en

Edward Jones is proud to announce our position as the top firm in the industry for CFP®️ certifications.This remarkable ...
03/04/2025

Edward Jones is proud to announce our position as the top firm in the industry for CFP®️ certifications.

This remarkable milestone supports our commitment to offering financial advisors flexibility, autonomy, and choice in how they build a thriving practice.

Learn more: https://bit.ly/4inXq2t

Many people delay making an estate plan until later in life. But unexpected events can happen at any stage. That's why w...
01/14/2025

Many people delay making an estate plan until later in life. But unexpected events can happen at any stage. That's why we believe in enacting an estate strategy to help protect your family and leave the legacy YOU choose, sooner rather than later.

Choose the tools you’ll use

Time flies when you love what you do! Today marks my 10th year working with Edward Jones. Here's to many more years of h...
06/30/2024

Time flies when you love what you do! Today marks my 10th year working with Edward Jones. Here's to many more years of helping our clients achieve their financial goals.

Please consider supporting this great organization!
03/19/2024

Please consider supporting this great organization!

Address

201 Gateway Drive, Suite 400
Beaver Dam, WI
53916

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 3:30pm

Telephone

+19203565028

Website

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