Richard ScheeleCRD Number: 6139279
Current Firm: Lincoln Financial Advisors Corporation
Richard Scheele (CRD# 6139279) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Chicago, IL and has over 4 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Lincoln Financial Advisors Corporation||Chicago, IL||Oct 2016 - Current||5|
|Lincoln Financial Advisors||Chicago, IL||Nov 2012 - Oct 2016||3|
|Laura Baker Services||Northfield, MN||Jun 2011 - Aug 2012||1|
|Waterville-elysian-morristown Isd 2143||Waterville, MN||May 2012 - May 2012||< 1|
|Northfield Isd 659; Faribault Isd 656; Farmington Isd 192||Northfield, Mn; Faribault, Mn; Farmington, Mn, MN||Dec 2011 - Apr 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2017|
Total Assets Under Management30,687MILLIONS
Total Number of Accounts91,866ACCOUNTS
Average Account Value$334,043
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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