Donald Snyder (CRD# 6490192) is an Investment Advisor Representative working at Lpl Financial LLC in Marshfield, WI and has 1 year of experience in the finance industry.
CRD# 4220147
Lpl Financial LLC
CRD# 5555164
Edward Jones
CRD# 1017881
Buena Vista Investment Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Loyal, WI | Jan 2022 - Current | 2 |
| Citizens State Bank Of Loyal | Marshfield, WI | Feb 2021 - Current | 3 |
| Nylife Securities LLC | Madison, WI | Sep 2019 - Mar 2021 | 1 |
| New York Life Insurance Company | Madison, WI | Sep 2019 - Mar 2021 | 1 |
| Redbrick Consulting Group | Marshfield, WI | May 2018 - Sep 2019 | 1 |
| Self Employed | Marshfield, WI | Jul 2015 - Sep 2019 | 4 |
| Mml Investor Services LLC | Marshfield, WI | Aug 2015 - Dec 2017 | 2 |
| Massmutual Life Insurance Co | Marshfield, WI | Jul 2015 - Dec 2017 | 2 |
| Appsolute Technology | Marshfield, WI | Jan 2015 - Dec 2015 | < 1 |
| Jenkat | Lake Elmo, MN | Mar 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
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- WI
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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
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