Jason Buchinger (CRD# 2910720) is an Investment Advisor Representative working at Lpl Financial LLC in Stevens Point, WI and has over 26 years of experience in the finance industry.
CRD# 6862114
Thrivent Investment Management Inc.
CRD# 2315435
Thrivent Investment Management Inc.
CRD# 4290200
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Stevens Point, WI | May 2022 - Current | 1 |
| Simplicity Cu | Marshfield, WI | Feb 2017 - Current | 7 |
| Cuna Brokerage Services | Waverly, IA | Feb 2017 - Current | 7 |
| Associated Investment Services | Green Bay, WI | Apr 2015 - Feb 2017 | 1 |
| Jkc Enterprises Inc Dba Stevi B's Pizza | Appleton, WI | Oct 2010 - Nov 2015 | 5 |
| Jpmorgan Securities LLC | Appleton, WI | Apr 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2013 |
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
- 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
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