Andy
Saeger

Lpl Financial LLC

CRD#4542749
Investment Advisor
in Milwaukee, WI

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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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

790 N Water St Floor 11
Milwaukee, WI 53202

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

WI Average: 13
Total Number of Accounts

1,910,545

WI Average: 661
Average Account Size

$242,588

WI 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

Andy Saeger Work History

2021 - Present (3 years)

Lpl Financial, LLC

2019 - Present (5 years)

Bmo Bank Na

2019 - 2021 (2 years)

Bmo Harris Financial Advisors, Inc

2018 - 2019 (1 year)

Ellenbecker Investment Group, Inc

2006 - 2018 (12 years)

Charles Schwab & Co., Inc

2006 - 2018 (12 years)

Charles Schwab Bank

Created with Highcharts 6.0.7

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

Eric Matthews
Fort Mill, SC
Dominic Poshedley
Strongsville, OH
Robert Gloss
San Diego, CA
Kedishia Grant
Fort Mill, SC
Tai Stephan
Victor, ID
Christopher Claude
Altamonte Springs, FL
David Wiley
La Jolla, CA
Tyler Zavala
Peoria, AZ

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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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.

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