Scott Schlisner (CRD# 4823164) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, SD and has over 19 years of experience in the finance industry.
CRD# 4542497
Birch Investment Management, LLC
CRD# 6570582
Ameriprise Financial Services, LLC
CRD# 5148382
Pathway Investments, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Madison, SD | Jul 2021 - Current | 2 |
| Ag Drainage LLC | Madison, SD | Dec 2012 - Current | 11 |
| Scott Schlisner | Madison, SD | Jun 2009 - Current | 14 |
| Dakota State University | Madison, ID | Apr 2006 - Current | 18 |
| Schlisner Farms | Madison, SD | Jun 1992 - Current | 31 |
| Various Insurance Carriers For W & R Insurance Agencies | Madison, SD | Apr 2005 - Jul 2021 | 16 |
| Waddell & Reed, Inc. | Madison, SD | Jun 2004 - Jul 2021 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2005 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2005 |
- AR
- CA
- CO
- FL
- GA
- ID
- IL
- IA
- LA
- MI
- MN
- MT
- NE
- NC
- ND
- SC
- SD
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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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