Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund Market

Adviser and broker representative · LPL Financial LLC

Preston W. Schumacher

CRD 4594199 · Lake Oswego, OR

At a glance

Preston W. Schumacher is an investment adviser representative with LPL Financial LLC in Lake Oswego, OR, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Preston’s SEC record dates to 2006, about 19 years ago. Preston is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Consultant.

Current advisory firm

SEC adviser record

Registered since
2006 (19 years)
Designations
Certified Financial Planner, Chartered Financial Consultant
Exams
Series 66
Registered in
3 states
Also a broker representative
Yes
Disclosures on record
Yes, see the SEC record

AtlasMembers

Preston’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
2 firmsLocked
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
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

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.

More at LPL Financial LLC

Every advisor at LPL Financial LLC →LPL Financial LLC: assets, clients and custodians →LPL Financial news, moves and payouts →Financial advisors in Lake Oswego, OR →Every LPL Financial LLC advisor in Lake Oswego →Advisor Moves: who changed firms this week →