Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade Robert Schertenleib is a financial advisor with LPL Financial LLC. Wade has been in the financial services industry since 2010 and has a diverse background in both investment advising and insurance. Wade is registered to provide investment advice in seven states, including California, Colorado, Idaho, Louisiana, Montana, Virginia and Washington. Wade is also registered to provide investment advice through LPL Financial LLC. Wade is passionate about helping his clients achieve their financial goals.
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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WA
07/21/2021 - Present
LPL Financial LLC (SPOKANE WA)
WA
11/23/2020 - 07/21/2021
WADDELL & REED (SPOKANE WA)
WA
11/13/2013 - 11/23/2020
CUSO FINANCIAL SERVICES, L.P. (Spokane Valley WA)
WA
10/20/2010 - 11/15/2013
CUNA BROKERAGE SERVICES, INC. (SPOKANE WA)
IA
Issued 03/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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