Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Zitzelsberger is a financial advisor with LPL Financial LLC. Chad has been in the financial industry for over 16 years. Chad is licensed in 30 states and is an active registered representative of LPL Financial LLC. Chad is also a registered investment advisor representative in Michigan and Rhode Island and is registered with Total Investment Planners. Chad's specialties include financial planning, portfolio management for individuals and businesses, and consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
01/09/2017 - Present
LPL Financial LLC (MT. PLEASANT MI)
CO
08/03/2007 - 08/30/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOULDER CO)
MI
07/04/2007 - 08/01/2007
LINSCO/PRIVATE LEDGER CORP. (MT. PLEASANT MI)
IA
Issued 11/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Chad Zitzelsberger is the right advisor for you? Invested Better is here to help.
