Uwe-Schweikert
 

Private Wealth Advisor | Director of Business Development | Managing Principal

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Uwe F. Schweikert

Professional

Uwe began his career as a financial advisor in 1990 with IDS Financial Services, which eventually became Ameriprise Financial. While there, Uwe was a successful financial advisor, training manager, district manager, division vice president, field vice president, and franchise field vice president. During Uwe’s 26 years with Ameriprise Financial, he received many awards, including the advisor rookie of the year*, mercury level*, outstanding training manager,** silver team*, national premier performer**, and national outstanding leader award** (twice) for excellent leadership and results.

In 2017, Uwe joined Crossbridge Financial Group, LLC, in order to provide a truly independent and comprehensive approach to financial planning. He believes that to provide world-class service and guidance, an investment professional needs to be free from the influences at many traditional Wall Street firms. Uwe is proud to be associated with the Commonwealth Financial Network®, a leading independent broker/dealer.

Uwe is registered in 36 states and holds FINRA Series 6, 7, 24, 51, 63, and 66 securities registrations as a Registered Representative with Commonwealth Financial Network. Uwe holds the North Carolina state IAR and state securities registrations.

Personal

Uwe lives in the Chapel Hill area of North Carolina. Uwe has two grown children, Chris and Chimene. Uwe is active with the North Carolina Food Bank and Read and Feed. In his spare time, Uwe enjoys anything active and outdoors, including running, biking, hiking, camping, and traveling, as well as tracking his car on various road courses in the Southeast.

*Based upon production. This award does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any account.

**This award is based upon support provided, coaching, training, and business development via surveys answered by peers. Final award decision made by executive management. This award does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any account.