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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-14
  • TX RA
    APPROVED
    Since 2025-08-14

Branch Locations

13341 W Us 290 Bldg 2 Mb 18, Austin, TX 78737 • United States

13341 W Us 290 Bldg 2, Mailbox 18, Austin, TX 78737 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • 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
Invensense San Jose CA 11/2013 09/2018
Northwestern Mutual Life Insurance Company Milwaukee WI 09/2018 08/2025
Northwestern Mutual Investment Services Llc Austin TX 09/2018 08/2025
Northwestern Mutual Wealth Management Company Milwaukee WI 02/2019 08/2025
Lpl Financial, Llc Austin TX 08/2025 Present
  • 11/2013 → 09/2018
    Invensense
    San Jose, CA
  • 09/2018 → 08/2025
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 09/2018 → 08/2025
    Northwestern Mutual Investment Services Llc
    Austin, TX
  • 02/2019 → 08/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 08/2025 → Present
    Austin, TX
Other Businesses

1. 06/2025 - Paul M Schreier - Non-Variable Insurance - Investment related - 20 Hrs/Mth - 1 Hrs During Trading - Austin, TX 78737 - OBA Start date: 01/01/2019 2. 06/2025 - Schreier Wealth, LLC - DBA for LPL Business (entity for LPL business) - Investment related - 150 Hrs/Mth - 7 Hrs During Trading - At reported business location(s) - OBA Start date: 08/14/2025

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-11-26
  • S63 Uniform Securities Agent State Law Examination
    2018-11-26
Designations
Other Names
  • Paul M Schreier

View on SEC IAPD

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