Wilko Schutzendorf

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

• 04/2004 → Present
  Prudentia Franciscan Properties
  San Francisco, CA
• 03/2011 → Present
  Lpl Financial Llc
  Walnut Creek, CA
• 07/2011 → Present
  Becker Financial Group
  Walnut Creek, CA

Previous Registrations

• 2011-11-01 → 2024-08-01
  Becker Financial Group
  Walnut Creek, CA

Other Businesses

1. 04/29/2013: BECKER FINANCIAL GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - At Reported Business Location(s) - 9% OF TIME SPENT 2. 02/10/2015: BERKSHIRE HATHAWAY HOME SERVICEES-FRANCISCAN PROPERTIES - INV REL - SAN FRANCISCO, CA 94116 - REAL ESTATE AGENT - START 08/08/2004 - 9 HR/MO 4 DURING SECS TRDG HRS

Exams

• S66 Uniform Combined State Law Examination
  2011-06-24