Ryan Schneider (CRD# 4999714) is an Investment Advisor Representative working at Lpl Financial LLC in Hartland, WI and has over 18 years of experience in the finance industry.
CRD# 5625693
Robert W. Baird & Company Incorporated
CRD# 4803124
Diversified Management Inc.
CRD# 6834039
Francis LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Hartland, WI | Dec 2023 - Current | < 1 |
| Bmo Bank | Hartland, WI | Dec 2023 - Current | < 1 |
| Ameriprise Financial Services, Inc. | Brookfield, WI | Nov 2006 - Nov 2023 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- WI
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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