Timothy Schlosser (CRD# 5677147) is an Investment Advisor Representative working at Lpl Financial LLC in Oconomowoc, WI and has over 14 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6289332
Annex Wealth Management, LLC
CRD# 6834039
Francis LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Oconomowoc, WI | Apr 2020 - Current | 4 |
| Bank Five Nine | Oconomowoc, WI | May 2019 - Current | 5 |
| Massmutual Life Insurance Company | Oconomowoc, WI | Jun 2009 - Apr 2020 | 10 |
| Mml Investors Services Inc. | Oconomowoc, WI | Jun 2009 - Apr 2020 | 10 |
| First Bank Finanical Centre | Oconomowoc, WI | Nov 2013 - May 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2009 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2010 |
- 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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