Donald George Snyder
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
11 years in the industry.
- LPL Financial LLCJan 2022 to now
- Citizens State Bank of LoyalFeb 2021 to now
- New York Life Insurance CompanySep 2019 to Mar 2021
- Nylife Securities LLCSep 2019 to Mar 2021
- Redbrick Consulting GroupMay 2018 to Sep 2019
- MML Investor Services LLCAug 2015 to Dec 2017
- Self EmployedJul 2015 to Sep 2019
- Massmutual Life Insurance CoJul 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 6490192
- Firm CRD
- 6413