Sidney Schroader
Sidney Schroader is a registered investment advisor at LPL Financial LLC, based in Olympia, WA, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
330 Union Avenue Se, Olympia, WA, 98501-1324
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Regulatory History (1)
Customer Dispute
November 2023Other Business ActivitiesSells Insurance
Sidney operates under the DBA WSECU Investment Management for his LPL business since 2009. He also uses the DBA WSECU Insurance Services for fixed annuities and long-term care insurance business, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wsecu Investment Management
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Goodlin Financial, INC.Broker
Murphey Favre, INC.Broker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.