Deanna Marie Schoewe

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

• 12/2006 → 02/2017
  Bmo Harris Bank
  Bloomingdale, IL
• 03/2017 → 05/2022
  Bmo Investment Services
  Schaumburg, IL
• 03/2017 → Present
  Lpl Financial
  Schaumburg, IL

Other Businesses

1- 03/2017 / BMO Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / Schaumburg, Illinois

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-13
• S63 Uniform Securities Agent State Law Examination
  2022-09-13

Other Names

• Deanna Schoewe