Anne Schimmel-beck
Investment adviser representative at LPL Financial LLC
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
23 years in the industry.
- LPL Financial, LLCJun 2026 to now
- Yoga AllianceJan 2014 to now
- Reach Out Children's FundFeb 2003 to now
- Cetera Investment Advisers LLCSep 2025 to May 2026
- Cetera Wealth Services, LLCSep 2025 to May 2026
- Avantax Insurance Agency, LLCJul 2018 to Sep 2025
- Capital City FinancialAug 2015 to Dec 2016
- Avantax Advisory ServicesJun 2015 to Sep 2025
- Account Ability Accounting & ConsultApr 2012 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1451739
- Firm CRD
- 6413