Brianne Mosbach, financial advisor Crystal Lake IL

Brianne Mosbach

CRD Number: 4431965
Current Firm: Lpl Financial LLC

Brianne Mosbach (CRD# 4431965) is an Investment Advisor Representative working at Lpl Financial LLC in Crystal Lake, IL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Crystal Lake, IL Jun 2020 - Current 3
Northwestern Mutual Investment Services, LLC Mchenry, IL Sep 2003 - Jun 2020 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Brianne B. Mosbach
Phone Number: 704-733-3300
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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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