Michael Schwieters (CRD# 5769683) is an Investment Advisor Representative working at Lpl Financial LLC in Cold Spring, MN and has over 13 years of experience in the finance industry.
CRD# 1798616
Primerica Advisors
CRD# 1185989
Valmark Advisers, Inc.
CRD# 6032657
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | St Joseph, MN | May 2022 - Current | 1 |
| Central Minnesota Credit Union | St. Joseph, MN | Apr 2013 - Current | 11 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Apr 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
| S63 | Uniform Securities State Law Examination | Jun 2010 |
- MN
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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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