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Michael Kenneth Schlueter

LPL Financial LLC

Green Bay

WI

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Overview

Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
LPL Financial LLC 6 months, 2 weeks Feb 2018 - Present
Sii Investments, Inc. 5 years, 1 month Jul 2013 - Present
Packerland Brokerage Services, Inc 7 years, 11 months Aug 2005 - Jul 2013
First Team Financial Group 16 years, 2 months Jun 2002 - Present

Designations & Memberships

Membership information not available

Articles and Answers

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Answers

Ask a financial questionAsk a question
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

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Mar 14, 2018
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Mar 14, 2018
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on April 16, 2018
      • $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 Aug. 24, 2017
      • $117.2B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 552K
        Accounts
      • $212.5K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

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