Unclaimed
Christopher Michael Schommer is a financial advisor currently working for LPL Financial LLC. Christopher is a registered representative in Colorado and Texas. Christopher has been in the financial industry since May 2016. Christopher holds the Series 66, Series 7 and SIE licenses. Christopher has previously worked for Lion Street Financial, LLC and Waddell & Reed.
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
CO
06/27/2023 - Present
LPL Financial LLC (FORT COLLINS CO)
CO
05/15/2020 - 01/14/2022
LION STREET FINANCIAL, LLC (Boulder CO)
CA
10/11/2017 - 04/06/2020
LPL FINANCIAL LLC (SAN DIEGO CA)
CO
07/15/2014 - 06/21/2017
WADDELL & REED (FT. COLLINS CO)
BOTH
Issued 08/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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