Arthur
Schlosser
Independent Advisor Alliance, LLC
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About this Advisor
Arthur Schlosser is a financial advisor based in Toledo, Ohio, working with Independent Advisor Alliance, LLC. Arthur has previously held positions at Cuna Mutual Group, Cuna Brokerage Services, Inc, Lpl Financial LLC, The Genoa Bank Company (Oh), Mml Investors Services, LLC, Metlife Securities Inc, and Independent Advisor Alliance, LLC. Arthur has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan and Ohio. Currently, Arthur is part of Independent Advisor Alliance, LLC, which operates out of Toledo, Ohio. The firm has 132 offices and 230 employees. The firm manages assets totaling $12.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Independent Advisor Alliance, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Advisor Alliance, LLC Brokerage Details
$12,826,908,245
230
52,309
$245,214
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Arthur Schlosser Work History
Lpl Financial LLC
Independent Advisor Alliance, LLC
Mml Investors Services, LLC
Metlife Securities Inc
Lpl Financial LLC
The Genoa Bank Company (Oh)
Cuna Mutual Group
Cuna Brokerage Services, Inc
Disclosures
Please visit the SEC profile of Arthur Schlosser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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