Jeffrey Kent Schriner
Investment adviser representative at LPL Financial LLC
6 yearsExperience
2 statesRegistered 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
6 years in the industry.
- Centra Credit UnionOct 2022 to now
- LPL Financial LLCOct 2022 to now
- Cetera Investment Advisers LLCFeb 2022 to Aug 2022
- Cetera Investment Services LLCFeb 2022 to Aug 2022
- Abound Credit UnionApr 2016 to Aug 2022
- Cuna Brokerage Services, Inc.Apr 2016 to Feb 2022
- Cuna Mutual GroupApr 2016 to Feb 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (IN, KY).
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
- 2452501
- Firm CRD
- 6413