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Chris Michael Schiesser

Advisor at LPL Enterprise — Cockeysville, MD

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

12 years

Location

Hunt Valley, MD 21030-1364

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,118

Across 856 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

Chris Schiesser is a CFP® professional with 12 years of experience in the financial services industry. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also owns an LLC used for payroll purposes. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines various investment and insurance products.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

General retirement planning Tax-loss harvesting

Occupation focus

Based on LPL Enterprise

Self-Employed Founder/Business Owner

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Fee options

Fixed

Financial planning and consulting services flat fees typically range from $0 to $15,000, negotiated per client agreement.

Commissions

Commission-based compensation is received through insurance sales and broker-dealer services, including commissions and trails on insurance products and brokerage transactions.

Project-based

Financial planning and consulting services fees can be hourly, typically up to $500 per hour.

Other

Fee-only: Financial planning and consulting services offered for flat fees ranging from $0 up to $15,000 or hourly fees up to $500 per hour, fees negotiated.

Location

See office

Cockeysville, MD

303 International Cir, Ste 105

Cockeysville MD 21030

Advisors at this office

50

Most active in

Maryland · Texas

Work history

12 years of industry experience

LPL Enterprise

2024 - Present • 2 years

White Hall, MD

Prudential Insurance Company of America

2013 - Present • 13 years

Hunt Valley, MD

Pruco Securities, LLC.

2013 - 2024 • 11 years

Hunt Valley, MD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael R

Series 65

Towson, MD

Legacy Financial Advisors

Michael Riley is a financial advisor at Legacy Financial Advisors with two years of industry experience. He holds a Series 65 credential and has prior experience at Eisneramper Wealth Management Corporate Benefits LLC, Prosperity - An EisnerAmper Company, and Future Plan By Ascensus. Outside of finance, he owns and operates a comic book business, writing, drawing, producing self-published comics, and managing online sales and show appearances. Legacy Financial Advisors serves individuals, families, trusts, retirement plan sponsors, and business entities with financial planning, investment management, retirement plan advisory, and business consulting. The firm employs a disciplined, goals-based investment process using strategic asset allocation, diversification, and regular portfolio evaluations, with a focus on retirement plan fiduciary services and business consulting.

General retirement planning College savings (529s, UTMA, etc.) Life insurance needs analysis Long-term care insurance Business ownership considerations Founder/Business Owner Executive
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Daryan L

CFP®, Series 63

Glyndon, MD

Lenz Integrity Financial

Daryan Lenz is a CFP®-designated financial advisor with 15 years of industry experience. He is the sole advisor at Lenz Integrity Financial, an independent firm he has been affiliated with since 2016. Lenz Integrity Financial serves individual, high-net-worth, and charitable organization clients, offering discretionary portfolio management and standalone financial planning. The firm’s investment approach combines modern portfolio theory with other strategies such as technical analysis, model allocations, and option strategies, typically using exchange-traded funds and model portfolios.

Active portfolio management
user avatar

Stanley L

Series 65

Baltimore, MD

DocEmpowered, LLC

Stanley Liu is the principal of DocEmpowered, LLC, a fee-only financial advisory firm based in Baltimore, MD. He holds a Series 65 designation and has one year of industry experience. Prior to founding DocEmpowered in 2023, he worked for eight years at the University of Maryland School of Medicine. In addition to his advisory role, Mr. Liu practices part-time as a non-invasive cardiologist. DocEmpowered, LLC provides comprehensive financial planning and consulting primarily for physicians and their adult household family members. The firm emphasizes long-term, passive investment strategies based on Modern Portfolio Theory and behavioral finance, offering project-based and ongoing services without discretionary management or custody of assets.

Cash flow / budgeting College savings (529s, UTMA, etc.) Doctor or Medical Professional
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James F

Series 63, Series 66

Towson, MD

Baltimore Avenue Investments, LLC

James Funck is the sole advisor at Baltimore Avenue Investments, LLC in Towson, MD, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has worked at Investors Security Co Inc since 2002 and founded Baltimore Avenue Investments in 2012. Baltimore Avenue Investments provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a combination of charting, fundamental, technical, and cyclical analysis with both long- and short-term strategies, including short sales, margin transactions, and options writing.

Active portfolio management Options & derivatives strategies General tax planning
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Diepriye B

Series 66

Owings Mills, MD

Gramel Capital Management LLC

Diepriye Briggs is a financial advisor at Gramel Capital Management LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Gramel Capital Management since 2008, with prior experience at Ameriprise Financial Services, Inc. and OGR Investment & Trust Co Ltd. Briggs also serves as a director of a Nigerian investment adviser. Gramel Capital Management serves individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing financial planning and discretionary portfolio management. The firm’s approach focuses on fundamental security analysis and a generally conservative strategy tailored to each client’s financial situation, risk tolerance, and time horizon.

General tax planning Wealth management Passive / index investing
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Thomas R

Series 63, Series 65

Owings Mills, MD

Pine Tree Financial Services, Inc.

Thomas Reilly is a financial advisor at Pine Tree Financial Services, Inc. He holds Series 63 and Series 65 designations and has three years of industry experience. He has been associated with Pine Tree Financial Services, Inc. since 1982. Pine Tree Financial Services, Inc. is an independent registered investment adviser that manages balanced equity and fixed-income portfolios for individuals and small businesses. The firm emphasizes investing in companies with durable revenue streams and growing profitability, manages all accounts on a non-discretionary basis, and serves a client base that includes significant non-U.S. exposure.

Active portfolio management
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