Robert Charles Schubert

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

• 06/2013 → 03/2019
  Woodbury Financial Services
  Oakdale, MN
• 03/2019 → Present
  Lpl Financial Llc
  Bethlehem, PA

Previous Registrations

• 2014-01-02 → 2019-03-08
  Woodbury Financial Services, Inc.
  Bethlehem, PA
  Bethleham, PA
  Raleigh, NC
  Easton, PA
  Center Valley, PA
• 2013-06-27 → 2013-12-20
  Woodbury Financial Services, Inc.
  Bethlehem, PA
  Easton, PA
  Easton, PA
  Raleigh, NC
• 2004-06-10 → 2013-09-05
  Investment Advisors Asset Management, Llc
  Easton, PA

Other Businesses

1) 03/4/19- Chuck Schubert Entertainment - Musician- Non-Inv. Related- Easton, PA - start date 1/1/2000 - 15hrs/mth- 1% 2) 02/06/2026 - The Wealth Journey - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/01/2026 - 160 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2003-11-29

Designations

• Personal Financial Specialist

Other Names

• Chuck Schubert
• Robert Schubert