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Firm Client types



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Employer Years Dates
LPL Financial LLC 1 year, 11 months Feb 2018 - Present
Sii Investments, Inc. 4 years, 7 months Jul 2013 - Feb 2018
Packerland Brokerage Services, Inc 7 years, 11 months Aug 2005 - Jul 2013
First Team Financial Group 17 years, 8 months Jun 2002 - Present

Designations & Memberships

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Articles and Answers

Insights by Michael Schlueter

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I need an adviser?
I would recommend that you make a short list of the personal attributes you are looking for in an advisor. Many people focus on numbers and performance to the exclusion of what really matters, and that is do you get along with and trust the person you have chosen to advise you. If this is lacking...  (more)
Answered Apr 2018
I need to talk with someone about a 401k Profit Sharing Plan that I have .
I would start with the plan advisor provided by your employer. A call to your HR department will get you some basic information and directions on how to get more from the plan administrator. They will be able to get you a list of the investment options offered by the plan and some basic guidelines...  (more)
Answered Apr 2018
Wants to cash out my 401k from Lowe's no longer working for lowe's?
"Cashing Out" can mean a couple of vastly different things. If you are looking for some extra cash to pay off bills or to spend in some other way, then it is a straight forward process as outlined in the previous answer. Please keep in mind that this kind of a cash out involves paying income taxes...  (more)
Answered Apr 2018
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    U.S. Securities and Exchange Commission
    • license status
    • disclosures
    • as of date
      Mar 22, 2019
    • license status
    • disclosures
    • as of date
      Mar 22, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:



    Last updated on March 23, 2019
      • $39.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 185
        number of clients
      • $210.8K
        Estimated Average Account Balance Per Client

    LPL Financial LLC

    Last updated on Jan. 16, 2020
      • $159.1B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 787K
      • $202.3K
        Estimated Average Account Balance


    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees
    • Commissions