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Michael Paul Schwieters

Advisor at LPL Financial — Albany, MN

Updated today

Credentials

Series 63, Series 65

Experience

16 years

Location

Albany, MN 56307

LPL Financial logo

LPL Financial

Institution

Total advisors

22,823

Across 10,503 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Michael Schwieters is a financial advisor with LPL Financial in Albany, MN, holding the Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Central Minnesota Credit Union and CUNA Brokerage Services, Inc. Schwieters is also involved with Magnifi Wealth Management, a credit union-affiliated advisory branch. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing various advisory platforms and technology tools to support its network of over 22,800 advisors.

Client services

Based on LPL Financial

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

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Albany, MN

641 Railroad Ave

Albany MN 56307

Advisors at this office

1

Most active in

Minnesota

Work history

16 years of industry experience

LPL Financial

2022 - Present • 4 years

St Joseph, MN

Central Minnesota Credit Union

2013 - Present • 13 years

St. Joseph, MN

CUNA Brokerage Services, Inc.

2013 - 2022 • 9 years

Waverly, IA

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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Brittany W

CFP®

Cold Spring, MN

AE Wealth Management, LLC

Brittany Walter is a Certified Financial Planner® at AE Wealth Management, LLC with four years of industry experience. She has worked at several firms, including MSK Insurance Agency LLC, Paradigm Wealth Management, LLC, RehabAuthority, and Ameriprise Financial Services, Inc. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm uses a range of investment strategies through discretionary model portfolios and supports third-party RIAs with sub-advisory and model-licensing services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner

Alexander T

Series 66

Albany, MN

Edward Jones

Alexander Tomczik is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial and US Bank. Outside of his advisory roles, his background includes experience at Woodcraft Industries and involvement with the University of St. Thomas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive

Paul W

Series 66

Cold Spring, MN

Edward Jones

Paul Wenner is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has prior work experience at the Carlson School of Management, Deneen Pottery, Alta's Rustler Lodge, Glacier Raft Company, Saint John's University, and the Minnesota Elk's Youth Camp. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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David A

PFS™, Series 66

Melrose, MN

Cetera

David Anfinson is a financial advisor with Cetera who holds the PFS™ designation and Series 66 license, bringing 24 years of industry experience. He has worked at Cetera since 2021 and previously held roles at Voya Financial Advisors and his own firm, Anfinson Thompson & Co. He serves as a board member for Carris Health LLC and Centra Care Health, both nonprofit organizations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Margo S

Series 63, Series 65

Avon, MN

OSAIC

Margo Scepaniak is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Woodbury Financial Services Inc and LPL Financial. She is also the owner of Black Financial Services, Inc., a corporation involved in both financial services and the sale of life and health insurance. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on diversified portfolio construction using firm-provided tools and access to third-party money managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Chad M

Series 66

Cold Spring, MN

Cetera

Chad Middendorf is a financial advisor at Cetera with over 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Voya Financial Advisors and Wealthcare Financial Services. Outside of his advisory work, he owns and operates a tanning salon and serves on the board of a nonprofit organization in the Upper Midwest. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning through a multi-manager platform that includes affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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