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Christina Schnuckel

Kristina Schnuckel, CFP®, AIF®, CEPA® — Wealth Advisor and Director of Client Experience at Ellenbecker Investment Group in Waukesha, WI.

Sep 23, 2026

1:21
So maybe talk a little bit about what a client can expect to receive on an ongoing basis from us.
1:25
Yeah, absolutely.
1:27
So, yes, those custodian statements through We Custody at Charles Schwab, they're great statements.
1:32
They're going to show you what happened in that month.
1:35
But where they kind of fall short is they're just going to show you what happened in that month.
1:39
OK, so oftentimes I do get questions from clients of saying, i thought the market's up this year it's showing that my statement for the month of march is down you know um you know did i lose money it's like no you're still up for the year but that one month happened to be a negative month which is gonna happen right some months are positive some months are negative And so those statements tend to be a little short-sighted.
2:03
So we really kind of looked at how do we build something that's going to be more meaningful for our clients? Because we encourage you to look at your statements.

10 MINS LATER

11:51
So then what should clients expect out of their wealth advisor, whether it's with Ellenbecker or somewhere else? If the investment piece is going to perform about the same, give or take, what are they getting? What's the value that they would get from those other firms or from Ellenbecker, too, to justify those fees?
3:13
And so talk a little bit about that and how that fits into the whole overall arching piece that is Ellen Becker.
3:20
The Wealth Seed is a really unique program, and I'm really excited about it.
3:24
I know Julie and Karen are really excited about it as well, because when we talk about financial education that's out there and available and where our younger generations are going for their information, it's things like TikTok, right? It's Instagram.
3:38
It's where they're getting their financial information, and it's not accurate.
3:43
And it really paints a distorted picture of where they should be in their life, what they should be focusing on.
3:49
So the wealth seed really came about to put out good financial education for clients that are maybe just getting started or are a little ways into their financial journey and just don't know where they should go.
4:02
So in some ways, think about it as financial planning 101.
6:43
But talk about that process, that learning process, what we do to make sure it's a good fit on both sides.

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