Jaime Kathleen Wichlacz
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, LLCDec 2020 to now
- The Guidance CenterJul 2022 to Aug 2022
- University of Detroit MercySep 2019 to Mar 2022
- University of DetroitAug 2019 to Oct 2022
- Joe Dumars FieldhouseFeb 2019 to Aug 2019
- Biggby CoffeeSep 2018 to Aug 2019
- Bostons RestarauntSep 2016 to Sep 2018
- Henry Ford Ii High SchoolSep 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7324461
- Firm CRD
- 6413