TrueAdvisor
TrueAdvisor
MS
MS

Mark Schneider

LPL Financial LLC
39 Years of Experience
Northville, MI
3 DisclosuresBroker
View SEC Summary
View SEC Summary

Mark Schneider is a registered investment advisor at LPL Financial LLC, based in Northville, MI, with 39 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Northville, MI

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2007
Settled
Employment Separation After Allegations
December 1999
Customer Dispute
December 1999
Pending
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Financial LLC
October 2025 - Present · 1 yr
LPL Financial LLCBroker
October 2025 - Present · 1 yr
LPL Financial LLC
October 2025 - Present · 1 yr
Previous Registrations
Ameriprise Financial Services, LLC
May 2020 - October 2025 · 5 yrs 5 mos
Ameriprise Financial Services, LLCBroker
May 2020 - October 2025 · 5 yrs 5 mos
Wells Fargo Clearing Services, LLC
November 2000 - May 2020 · 19 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2000 - May 2020 · 20 yrs 4 mos
Dean Witter Reynolds INC.Broker
August 1998 - December 1999 · 1 yr 4 mos
Fifth Third/the Ohio CompanyBroker
September 1987 - August 1998 · 10 yrs 11 mos
State Registrations10 states
FLIAKYMINCNVOHSDWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Northville, MI →All financial advisors in Michigan →