Sidney
Schroader

Lpl Financial LLC

CRD#1100245
Investment Advisor
in Olympia, WA

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About this Advisor

Sidney Schroader is a financial advisor based in Olympia, Washington, working with Lpl Financial LLC. Sidney has previously held positions at Lpl Financial LLC, Washington State Employee Credit Union, and Wsecu Investment Management. Sidney has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Washington. Currently, Sidney is part of Lpl Financial LLC, which operates out of Olympia, Washington. 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 63, Series 65

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

330 Union Avenue Se
Olympia, WA 98501-1324

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

WA Average: 13
Total Number of Accounts

1,910,545

WA Average: 661
Average Account Size

$242,588

WA 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

Sidney Schroader Work History

2009 - Present (15 years)

Lpl Financial LLC

2009 - Present (15 years)

Washington State Employee Credit Union

2009 - Present (15 years)

Wsecu Investment Management

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Sidney Schroader 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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