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Austin S
Series 63, Series 65
Gainesville, GA
LPL Financial
Austin Schlieman is a financial advisor with LPL Financial in Gainesville, GA, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Prior to joining LPL Financial in 2021, he worked at BlackRock for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing various advisor-facing tools and a large network of investment adviser representatives.
Kaitlyn M
Series 66
Gainesville, GA
LPL Financial
Kaitlyn Mathis is a financial advisor with LPL Financial in Gainesville, GA, holding a Series 66 license and six years of industry experience. She has been affiliated with Sullivan & Schlieman Wealth Management since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with advisory and brokerage services. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Joshua S
CFP®, Series 66
Gainesville, GA
LPL Financial
Joshua Schlieman is a CFP® professional based in Gainesville, GA, affiliated with LPL Financial. He has 24 years of industry experience, including five years at Truist Investment Services and 18 years at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports advisors with research, technology, and diverse investment strategies.
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