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Michael Sean Blatzer

LPl Financial LLC

New Braunfels, TX

Sugar Land, TX

CRD 4333989

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2007-08-01
  • TX RA
    APPROVED
    Since 2007-08-01

Branch Locations

New Braunfels, TX • United States

14090 Southwest Fwy Ste 300, Sugar Land, TX 77477 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Meadows Place TX 08/2007 Present
Previous Registrations
  • 2002-09-04 → 2007-08-06
    A. G. Edwards & Sons, Inc.
    Sugar Land, TX
    Sugar Land, TX
Other Businesses

1. 5/11/2017 - Blatzer Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-09-03
S63 Uniform Securities Agent State Law Examination 2001-07-11
  • S66 Uniform Combined State Law Examination
    2002-09-03
  • S63 Uniform Securities Agent State Law Examination
    2001-07-11
Designations
  • Certified Financial Planner
Other Names
  • Michael S Blatzer

View on SEC IAPD

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