CRD: 290105
Uncommon Cents Investing
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-20-2017
- Office Locations
- 1
Office Locations
About Uncommon Cents Investing
Uncommon Cents Investing is a fee-only, fiduciary RIA in Janesville, WI serving Rock County clients with comprehensive financial planning and in-house investment management geared to retirement goals and risk management. The firm emphasizes a hands-on, family-business approach and keeps portfolio management internal; public filings indicate an ETF-centric portfolio and Charles Schwab as a key custodian.
Team overview
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CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SHEENA MARIE HANSON
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #5288483
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JOHN D BERKLEY
Investment Advisor Representative
- CRD
- #809543
Gregory Alan Snyder
Principal
- CRD
- #6946285
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $514,136,599 | $459,872 |
| Non-Discretionary | $5,461,867 | $1,820,622 |
| Total | $519,598,466 | $463,513 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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