Greg
Schmautz
Lpl Financial LLC
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About this Advisor
Greg Schmautz is a certified financial planner who works out of Missoula, Montana with 2 years of industry experience. Schmautz is an advisor for Lpl Financial LLC. Their career trajectory has included roles at Schmautz Bros, Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Gregory Schmautz, CFP®, Lake Missoula Investors, LLC, Greg Schmautz LLC, Ywca Of Missoula and Lpl Financial LLC. Schmautz maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Maryland and Montana. Lpl Financial LLC is a firm that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 employees. It administers $368 billion in total assets between its 1,688,501 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth individuals who have at least $1 million in investable assets. The business offers a number of services, including 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 for financial management vary depending on which services are provided. Fees billed by Lpl Financial LLC most likely are comprised of 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
Greg Schmautz Work History
Greg has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Greg Schmautz LLC
Gregory Schmautz, CFP®
Lake Missoula Investors, LLC
Schmautz Bros
Ywca Of Missoula
Waddell & Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies
*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 Greg Schmautz 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
Lawrenceburg, IN
Festus, MO
Arlington Heights, IL
Danville, IL
Guntersville, AL
Dyersburg, TN
Boston, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
