Paul Zander, financial advisor Cross Plains WI

Paul Zander

CRD Number: 6378867
Current Firm: Lpl Financial LLC

Paul Zander (CRD# 6378867) is an Investment Advisor Representative working at Lpl Financial LLC in Cross Plains, WI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Cross Plains, WI Nov 2014 - Current 9
State Bank Of Cross Plains Cross Plains, WI Oct 2014 - Current 9
Sandman Music Agency Madison, WI Jan 2014 - Current 10
Bmo Harris Financial Advisors Monona, WI Aug 2014 - Oct 2014 < 1
Bmo Harris Bank Monona, WI Jul 2011 - Oct 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Paul W. Zander
Phone Number: 704-733-3300
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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