Shari Baltrusch (CRD# 1834163) is an Investment Advisor Representative working at Lpl Financial LLC in Havre, MT and has over 31 years of experience in the finance industry.
CRD# 6936550
Gwn Securities Inc.
CRD# 5847894
D.a. Davidson & Company
CRD# 1915228
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Havre, MT | Jul 2021 - Current | 2 |
| Msun Alumni Foundation | Havre, MT | Jan 2020 - Jul 2021 | 1 |
| Waddell & Reed, Inc. | Havre, MT | Oct 2019 - Jul 2021 | 1 |
| Willard Fladager | Havre, MT | Oct 2019 - Jul 2021 | 1 |
| Boom Inc. | Havre, MT | Mar 1991 - Jul 2021 | 30 |
| D.a. Davidson & Company | Havre, MT | Mar 1988 - Oct 2017 | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- FL
- ID
- MT
- WA
- WI
- WY
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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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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