Brian Schlotter, financial advisor Solon OH

Brian Schlotter

CRD Number: 4443270
Current Firm: Lpl Financial LLC

Brian Schlotter (CRD# 4443270) is an Investment Advisor Representative working at Lpl Financial LLC in Solon, OH and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Solon, OH Jul 2019 - Current 4
Payroll Advisors, LLC Solon, OH Nov 2010 - Current 13
Rossi, Schlotter & Company Solon, OH May 1988 - Current 35
Cetera Financial Specialists LLC Schaumburg, IL May 2004 - Jul 2019 15
Cetera Investment Advisers LLC Schaumburg, IL May 2004 - Jul 2019 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for Brian E. Schlotter
Phone Number: 704-733-3300
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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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