Angela Schueman is a registered investment advisor at LPL Financial LLC, based in Omaha, NE, with 31 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
4715 S. 80th Street, Omaha, NE, 68127
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2022Criminal
June 1993Other Business Activities
Angela operates Schueman Financial Services as a DBA for her LPL business, dedicating nearly full-time hours to it. She also spends about a quarter of her time on Schueman Tax Services, providing tax preparation, accounting, and CPA services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations18 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.