Frederick Mischler, financial advisor Oklahoma City OK

Frederick Mischler

CRD Number: 5998165
Current Firm: Lpl Financial LLC

Frederick Mischler (CRD# 5998165) is an Investment Advisor Representative working at Lpl Financial LLC in Oklahoma City, OK and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Lawton, OK Jul 2021 - Current 2
Various Insurance Carriers For W & R Insurance Agencies Oklahoma City, OK May 2016 - Jul 2021 5
Waddell & Reed Inc. Edmond, OK May 2016 - Jul 2021 5
Randal Dame Oklahoma City, OK Jul 2019 - Aug 2020 1
Bricktown Rotary Okc, OK Jun 2019 - Jul 2020 1
Oklahoma Curling Club Oklahoma City, OK Oct 2017 - Jul 2020 2
Oklahoma Youth Orchestras Oklahoma City, OK Sep 2014 - Aug 2017 2
Edward Jones Oklahoma City, OK Nov 2011 - May 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Frederick F. Mischler
Phone Number: 704-733-3300
Registered State(s):
  • OK
  • 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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