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Lonnie Ray Struckman

Charles Schwab & CO., Inc.

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About Lonnie Ray Struckman

Lonnie Ray Struckman is an investment advisor representative with Charles Schwab & Co., Inc.. Lonnie has been in the securities industry since April 15, 1998. Lonnie has been registered with Charles Schwab & Co., Inc. since May 2016. Lonnie also previously held a position with Raymond James Financial Services, Inc. between March 2005 and May 2016. Lonnie holds the Series 6, Series 7, Series 9, Series 10 and Series 66 licenses.

Firm Information

Lonnie Struckman is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Lonnie Struckman’s Registration & Firm History

SD

01/02/2019 - Present

Charles Schwab & CO., Inc. (Sioux Falls SD)

SD

03/18/2005 - 05/19/2016

RAYMOND JAMES FINANCIAL SERVICES, INC. (SIOUX FALLS SD)

IA

10/04/2001 - 03/23/2005

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

GA

01/05/1999 - 08/17/2001

WMA SECURITIES, INC. (DULUTH GA)

NJ

02/24/1998 - 01/15/1999

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 02/23/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/04/2017

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/28/2017

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2002

Series 7 - General Securities Representative Examination

BC

Issued 02/23/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Lonnie Ray Struckman.
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