Herbert Henry Scheffler

Current Employers

Employment History

• 12/2014 → 06/2020
  Lpl Financial, Llc
  Houston, TX
• 06/2020 → Present
  Michigan Financial
  Southfield, MI

Previous Registrations

• 2014-12-12 → 2020-06-22
  Lpl Financial Llc
  Coloma, MI
  Houston, TX
  San Diego, CA
• 2012-04-02 → 2014-12-16
  Oppenheimer & Co. Inc.
  Austin, TX
• 2006-09-29 → 2012-04-04
  Morgan Keegan & Company, Llc
  Austin, TX

Other Businesses

1)MICHIGAN FINANCIAL COMPANIES-FIXED INSURANCE POSITION: Financial Advisor NATURE: Corporations INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/05/2020 ADDRESS: 5718 St. Joseph Avenue, Stevensville MI 49127, United States DESCRIPTION: Sales/marketing of fixed annuities and non variable insurance. 2)MICHIGAN FINANCIAL COMPANIES-SECURITIES POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/05/2020 ADDRESS: 5718 St. Joseph Avenue, Stevensville MI 49127, United States DESCRIPTION: Sales/marketing of securities, investments, advisory, and insurance products. 3)H.H SCHEFFLER INVESTMENT MANAGEMENT - MICHIGAN FINANCIAL COMPANIES-FIXED INSURANCE POSITION: Financial Advisor NATURE: Corporations INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/05/2020 ADDRESS: 5718 St. Joseph Avenue, Stevensville MI 49127, United States DESCRIPTION: Sales/marketing of fixed annuities and non variable insurance. 4)H.H SCHEFFLER INVESTMENT MANAGEMENT -MICHIGAN FINANCIAL COMPANIES-SECURITIES POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/05/2020 ADDRESS: 5718 St. Joseph Avenue, Stevensville MI 49127, United States DESCRIPTION: Sales/marketing of securities, investments, advisory, and insurance products. 5) COACHING BASKETBALL POSITION: Coach NATURE: School INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 3 START DATE: 10/31/2022 ADDRESS: 615 E Marquette Woods Rd, St Joseph MI 49085, United States DESCRIPTION: Coaching middle school basketball from 10/31/22 till 12/31/22. 6) PLATINUM WEALTH SOLUTIONS OF TEXAS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/24/2024 ADDRESS: 5718 St Joseph Ave, Stevensville MI 49127, United States DESCRIPTION: Sales/ Marketing of securities, Investment Advisory and Insurance Products 7) SCHEFFLER & STOIMENOFF ASSET MANAGEMENT - PART OF MICHIGAN FINANCIAL COMPANIES POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2024 ADDRESS: 2874 Port Sheldon Street, Suite E, Hudsonville MI 49426, United States DESCRIPTION: Sales and marketing of securities, investment advisory and variable insurance products

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-05-12
• S63 Uniform Securities Agent State Law Examination
  1995-04-21

Other Names

• Herb Scheffler