Eric Robert Schreiner

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → 03/2023
  Hanlon Investment Management
  Egg Harbor, NJ
• 08/2014 → 12/2020
  Assetmark Brokerage, Llc
  Concord, CA
• 12/2020 → 06/2021
  Unemployed
  Ann Arbor, MI
• 03/2023 → Present
  Lpl Financial
  Ann Arbor, MI

Previous Registrations

• 2010-10-22 → 2020-11-12
  Assetmark, Inc.
  Concord, CA

Other Businesses

1- 08/2022 / Schreiner Financial LLC / Business Entity For Tax/Investment Purposes Only / NON IVESTMENT RELATED / ANN ARBOR, MI 2- 05/25/2023 - Gordon Financial Advisory Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/03/2023 - 200 Hours Per Month/ 20 Hours During Securities Trading 3- 08/29/2023 - AdvisorShare - Non-Variable Insurance - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 08/15/2023 - 1 Hour Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2023-04-11
• S65 Uniform Investment Adviser Law Examination
  2010-10-21
• S63 Uniform Securities Agent State Law Examination
  2001-06-04