Adviser and broker representative · LPL Financial LLC
Mitchell A. Schafer
CRD 6940862 · Rochester Hills, MI
At a glance
Mitchell A. Schafer is an investment adviser representative with LPL Financial LLC in Rochester Hills, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Mitchell’s SEC record dates to 2018, about 7 years ago. Mitchell is also registered as a broker representative.
Current advisory firm
- LPL Financial LLCSince July 2023Rochester Hills, MI · $819B in regulatory assets
SEC adviser record
- Registered since
- 2018 (7 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Mitchell’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.