Willard Fladager, financial advisor Havre MT

Willard Fladager

CRD Number: 2901834
Current Firm: Lpl Financial LLC

Willard Fladager (CRD# 2901834) is an Investment Advisor Representative working at Lpl Financial LLC in Havre, MT and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Havre, MT Jul 2021 - Current 2
Msu Northern Alumni Foundation Havre, MT Oct 2015 - Jul 2021 5
Msu-northern Alumni Foundation Havre, MT Oct 2015 - Jul 2021 5
High Plains Team LLC Great Falls, MT May 2015 - Jul 2021 6
Bee & Me Enterprises, Inc. Havre, MT Jan 2007 - Jul 2021 14
Wk Fladager Farms Peerless, MT Jun 2003 - Jul 2021 18
Various Insurance Carriers For W & R Insurance Agencies Havre, MT Sep 1997 - Jul 2021 23
Waddell & Reed, Inc. Havre, MT Jun 1997 - Jul 2021 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1997
S65 NASAA Investment Advisors Law Examination Jul 1997
Contact Info for Willard K. Fladager
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • ID
  • KS
  • MI
  • MT
  • NV
  • ND
  • TX
  • WA
  • WI
  • WY
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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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