Charles John Schreader

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Harrisburg, PA
• 11/2016 → 02/2017
  Wells Fargo Clearing Services, Llc
  Harrisburg, PA
• 02/2017 → Present
  Lpl Financial, Llc
  Camp Hill, PA

Previous Registrations

• 2008-01-01 → 2017-02-23
  Wells Fargo Clearing Services, Llc
  Harrisburg, PA
  Lemoyne, PA
• 2004-04-05 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Harrisburg, PA
  Harrisburg, PA
  St. Louis, MO

Other Businesses

1. 02/22/2017 - SCHREADER WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ CAMP HILL, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-12-12
• S63 Uniform Securities Agent State Law Examination
  1995-03-13

Designations

• Certified Financial Planner

Other Names

• Charles John Schreader
• Charles John Schrender
• Charles John Schreader