Micah Schroeder (CRD# 6551840) is an Investment Advisor Representative working at Lpl Financial LLC in Oconomowoc, WI and has over 7 years of experience in the finance industry.
CRD# 4497282
Stifel, Nicolaus & Company, Incorporated
CRD# 4659590
Global View Capital Management LLC
CRD# 719928
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Oconomowoc, WI | Apr 2020 - Current | 4 |
| Bank Five Nine | Oconomowoc, WI | Apr 2020 - Current | 4 |
| Massmutual | Oconomowoc, WI | Jun 2015 - Apr 2020 | 4 |
| Mml Investors Services | Oconomowoc, WI | Sep 2015 - Mar 2020 | 4 |
| Bank Of England | Brookfield, WI | Aug 2013 - Aug 2015 | 2 |
| Milwaukee Brewers | Milwaukee, WI | Mar 2007 - Oct 2014 | 7 |
| La Crosse Loggers Baseball Club | La Crosse, WI | Jun 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2016 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- TX
- 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
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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