Frederick
Mischler

Lpl Financial LLC

CRD#5998165
Investment Advisor
in Oklahoma City, OK

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About this Advisor

Frederick Mischler is a financial advisor based in Oklahoma City, Oklahoma, working with Lpl Financial LLC. Frederick has previously held positions at Edward Jones, Oklahoma Youth Orchestras, Various Insurance Carriers For W & R Insurance Agencies, Waddell & Reed Inc, Oklahoma Curling Club, Bricktown Rotary, Randal Dame, and Lpl Financial LLC. Frederick has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Frederick is part of Lpl Financial LLC, which operates out of Oklahoma City, Oklahoma. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 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, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

14604 Bogert Pkwy
Oklahoma City, OK 73134

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

OK Average: $646,059,043
Total Number of Employees

35,841

OK Average: 13
Total Number of Accounts

1,910,545

OK Average: 661
Average Account Size

$242,588

OK Average: $977,396

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

Frederick Mischler Work History

2021 - Present (3 years)

Lpl Financial LLC

2019 - 2020 (1 year)

Bricktown Rotary

2019 - 2020 (1 year)

Randal Dame

2017 - 2020 (3 years)

Oklahoma Curling Club

2016 - 2021 (5 years)

Various Insurance Carriers For W & R Insurance Agencies

2016 - 2021 (5 years)

Waddell & Reed Inc

2014 - 2017 (3 years)

Oklahoma Youth Orchestras

2011 - 2016 (5 years)

Edward Jones

Disclosures

Please visit the SEC profile of Frederick Mischler 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

Eric Matthews
Fort Mill, SC
Elizabeth Brennan
Fort Mill, SC
Amanda Murray
Cohasset, MA
Charles Christy
Metairie, LA
Gregory Peebles
Dublin, CA
Philip Reed
South Portland, ME
Paul Wallin
San Antonio, TX
Yixuan Cheng
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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