Frederick Focke Mischler

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

• 09/2014 → 08/2017
  Oklahoma Youth Orchestras
  Oklahoma City, OK
• 05/2016 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Oklahoma City, OK
• 05/2016 → 07/2021
  Waddell & Reed Inc
  Edmond, OK
• 10/2017 → 07/2020
  Oklahoma Curling Club
  Oklahoma City, OK
• 06/2019 → 07/2020
  Bricktown Rotary
  Okc, OK
• 07/2019 → 08/2020
  Randal Dame
  Oklahoma City, OK
• 07/2021 → Present
  Lpl Financial Llc
  Lawton, OK

Previous Registrations

• 2016-05-05 → 2021-07-21
  Waddell & Reed
  Edmond, OK
  Lawton, OK
  Lawton, OK
  Edmond, OK
• 2012-03-12 → 2016-05-03
  Edward Jones
  Oklahoma City, OK
  St Louis, MO
  Oklahoma City, OK

Other Businesses

05/2016-PRESENT, VARIOUS INSURANCE CARRIERS FOR W&R INSURANCE AGENCIES, OKLAHOMA CITY, OK, INSURANCE SALES, INVEST-RELATED, INSURANCE AGENT.

Exams

• S66 Uniform Combined State Law Examination
  2011-12-30

Other Names

• Fred Mischler