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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Glenn Schulz is an investment advisor representative at LPL Financial LLC. Thomas has over 30 years of experience in the industry and is registered in 8 states. Thomas also offers a range of other non-discretionary advisory services in addition to financial planning, educational seminars, and portfolio management for individuals and businesses.
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.
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2
MI
09/30/2010 - Present
LPL Financial LLC (CLARKSTON MI)
MN
05/22/1990 - 01/18/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/22/1990 - 01/18/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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