Boyd Seidler, financial advisor Green Bay WI

Boyd Seidler

CRD Number: 3123935
Current Firm: Lpl Financial LLC

Boyd Seidler (CRD# 3123935) is an Investment Advisor Representative working at Lpl Financial LLC in Green Bay, WI and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Green Bay, WI Jul 2021 - Current 2
Boyd Seidler Tax Return Prep Appleton, WI Jan 2019 - Jul 2021 2
Various Insurance Carriers For W & R Insurance Agencies Appleton, WI Nov 1998 - Jul 2021 22
Waddell & Reed, Inc. Appleton, WI Sep 1998 - Jul 2021 22
Appleton Baseball Club Appleton, WI Nov 2010 - Jun 2020 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 1998
Contact Info for Boyd J. Seidler
Phone Number: 704-733-3300
Registered State(s):
  • FL
  • MI
  • WI
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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