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Nicholas Schnieders

4 Years of Experience
Jefferson City, MO
Broker

Nicholas Schnieders is a registered investment advisor at LPL Financial LLC, based in Jefferson City, MO, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

3533 Country Club Dr, Jefferson City, MO, 65109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Nicholas operates his LPL business through Central Investment Advisors. He is also a co-owner and property manager for Schnieders Property Management, LLC, dedicating minimal time to this real estate rental activity.

Employment History
Current Registrations
LPL Financial LLC
February 2023 - Present · 3 yrs 3 mos
LPL Financial LLCBroker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Define Financial, LLC
August 2022 - November 2022 · 3 mos
LPL Financial LLC
August 2021 - July 2022 · 11 mos
LPL Financial LLCBroker
July 2021 - July 2022 · 1 yr
State Registrations1 state
MO
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.
Nicholas Schnieders - Financial Advisor | TrueAdvisor