Venessa
Van Schalkwyk
Lpl Financial LLC
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About this Advisor
Venessa Van Schalkwyk is a financial advisor who works out of Saint Louis, Missouri, with a total of 1 year of relevant experience. Van Schalkwyk currently works for Lpl Financial LLC. Throughout their career, Van Schalkwyk has worked at Assurance Brokers, National Planning Corporation, Msi Financial Services Inc, Massmutual Life Insurance Co, Mml Investors Services, LLC and Lpl Financial LLC. Van Schalkwyk has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Missouri and Texas. Lpl Financial LLC is a firm based in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 advisors. It manages $368 billion in assets under management among its 1,688,501 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors vary depending on which service is provided. Fee types charged by Lpl Financial LLC may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Venessa Van Schalkwyk Work History
Venessa has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Massmutual Life Insurance Co
Msi Financial Services Inc
Mml Investors Services, LLC
National Planning Corporation
Assurance Brokers
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Venessa Van Schalkwyk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Naperville, IL
Waukesha, WI
Lawrenceburg, IN
Bridgeport, CT
Newport Beach, CA
The Villages, FL
Charlestown, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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