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Bryan Schneider

LPL Financial LLC
28 Years of Experience
Downers Grove, IL
5 DisclosuresBrokerSells Insurance
View SEC Summary
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Bryan Schneider is a registered investment advisor at LPL Financial LLC, based in Downers Grove, IL, with 28 years of industry experience. Bryan 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
28221 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

2655 Warrenville Rd Ste 175, Downers Grove, IL, 60515

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History

Regulatory History (5)
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
October 2019
Denied
Customer Dispute
January 2009
Denied
Customer Dispute
November 2007
Denied
Customer Dispute
December 2005
Settled
Customer Dispute
September 2005
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bryan operates under several DBAs for his LPL business and owns rental real estate. He also dedicates minimal time to non-variable insurance activities through PWA Financial Services and Bryan L Schneider, as well as managing business entities for tax/investment purposes.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2020 - Present · 5 yrs 11 mos
LPL Financial LLC
November 2020 - Present · 5 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - November 2020 · 8 yrs 1 mo
J.P. Morgan Securities LLCBroker
October 2012 - November 2020 · 8 yrs 1 mo
Chase Investment Services CORP.Broker
July 2005 - October 2012 · 7 yrs 3 mos
Chase Investment Services CORP.
July 2005 - October 2012 · 7 yrs 3 mos
Banc One Securities Corporation
January 2005 - July 2005 · 6 mos
Banc One Securities CorporationBroker
February 1999 - July 2005 · 6 yrs 5 mos
First Chicago Nbd Investment Services, INC.Broker
March 1998 - February 1999 · 11 mos
State Registrations19 states
ARAZCACOFLIAIDILINKYMIMONJOHORTNTXWAWI
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.
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