Andy
Saeger
Lpl Financial LLC
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About this Advisor
Andy Saeger is a financial advisor based in Milwaukee, Wisconsin, working with Lpl Financial LLC. Andy has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, Ellenbecker Investment Group, Inc, Lpl Financial, LLC, Bmo Harris Financial Advisors, Inc, and Bmo Bank Na. Andy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Andy is part of Lpl Financial LLC, which operates out of Milwaukee, Wisconsin. 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
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
Andy Saeger Work History
Lpl Financial, LLC
Bmo Bank Na
Bmo Harris Financial Advisors, Inc
Ellenbecker Investment Group, Inc
Charles Schwab & Co., Inc
Charles Schwab Bank
Disclosures
Please visit the SEC profile of Andy Saeger 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
Fort Mill, SC
Cohasset, MA
Metairie, LA
Dublin, CA
South Portland, ME
San Antonio, TX
Austin, TX
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