Fred Mischler work email
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Fred Mischler personal email
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I provide financial strategies to my clients for retirement, education, and long-term goal funding for individuals and businesses through investments, insurance and annuities.Much of what I do is intended to help me better understand and address my clients' unique needs. I like to work with clients who share my long-term view of investing. I emphasize suitability and diversification. I believe focusing on appropriate investments, diversifying them and maintaining long-term perspective are keys to help pursue my clients' goals. All three of these elements work together.I want to meet with you to understand why you are investing. I listen when you talk and my goal always is to focus on your individual needs.There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Asset allocation does not ensure a profit or protect against a loss.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Financial AdvisorLpl Financial Jul 2021 - PresentSpringfield, Illinois, Us -
Financial AdvisorWaddell & Reed May 2016 - Jan 2022Shawnee Mission, Ks, UsI am financial advisor to individuals and business who seek diversified, balanced portfolios designed according to their specific risk tolerance, financial goals, and time horizon. I listen to my clients, answer questions, and together we can arrive at a financial plan to help them pursue their financial goals. Retirement planning, education funding for children, risk management, life insurance and annuities, and long term financial focus.Waddell & Reed, Inc. offers financial planning services in its capacity as a Registered Investment Adviser. Consult your financial advisor for a breakdown of the fees associated with these services. -
Financial AdvisorEdward Jones Nov 2011 - May 2016I built my financial services business by working to help individuals and businesses better understand their financial goals, risks and opportunities. I listened to my clients, and helped them create plans to pursue those goals. I routinely reached out to them to be sure that changes in their lives were reflected in their plans and the investments, insurance, and annuities were adjusted if necessary to keep the plan on track toward their goals.
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Nonprofit Development, Donor Research And Relations, Grants, And Sponsored ResearchOklahoma City University Sep 2008 - Nov 2011Oklahoma City, Ok, UsSought foundation and government grants suitable to activities and research on campus. Responsible for donor research and validation; tasked with maintaining relationships with donor database providers, wealth and research screening services; database maintenance and improvement -
Director Of DevelopmentDayton History Sep 2006 - Jun 2007I developed a legacy giving and large gift program as a new focus on the development function at DH. I wrote and managed large grants from the State of Ohio. My tenure was shortened when my Fiancée was offered her dream position as a university professor and we chose to pursue that opportunity, knowing that my skills could transfer easily to a new location.
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Attorney And CpaSolo Legal Practice Nov 2001 - Jun 2007I was an attorney and CPA focusing my practice on estate planning and probate, real estate, tax planning and preparation, and business planning and corporation law. Clients included business owners and mid to high net worth individuals who have assets and income streams to protect. Additionally, I worked with entreprenuers and business development professionals who needed wide ranging advice on starting and building their businesses; the type of business can range from commercial retail and wholesale, general small business, real estate development, manufacturing, and business and residential real estate.
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Management Board Member And ControllerInvesco Poland Feb 1999 - Jun 2001I was the first Warsaw Poland employee hired to write the business plan and license application to be submitted to the Polish Ministry of Finance. Invesco sought to create a Pension fund corporation arising from a newly adopted law that mandated the partial privatization of the Polish social security system. After the business plan and license application were accepted by the Ministry, we immediately embarked upon creating the company and hiring the staff needed to run the business.
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Management ConsultantSelf-Employed Mar 1998 - Feb 1999Advised start up companies and multinational corporations on a variety of business topics including import/export regulation, local and tax treaty taxation of wages and personal service compensation, general administrative policy and procedure, financial analysis and business planning, and regulatory procedure within Poland.
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Tax AccountantPwc Feb 1997 - Mar 1998GbConsulted with client multinational corporations on how to maximize tax savings on compensation packages paid to expatriate employee groups. -
Advanced Business Development AdvisorPeace Corps Jan 1995 - Feb 1997Washington, District Of Columbia, UsWorked with Polish ministries to adapt regulations and procedures to new economic and social context, consulted with local businesses to enhance their developmental prospects and alter internal processes. Taught economics, business planning, and contract law at Warsaw University. -
Senior AuditorPhillips Industries (Tomkins Ind.) Mar 1989 - Jul 1991Responsible for designing and performing financial and operational internal audits of manufacturing plants in the US.
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Senior AccountantTrans World Airlines Apr 1988 - Mar 1989Designed and performed internal audits of company operations around the world.
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Senior AccountantKpmg Us Oct 1985 - Apr 1988New York, Ny, UsManaged financial audits of client companies, focused on financial institutions.
Fred Mischler Skills
Fred Mischler Education Details
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University Of Dayton School Of LawLaw -
University Of CincinnatiDual Major
Frequently Asked Questions about Fred Mischler
What company does Fred Mischler work for?
Fred Mischler works for Lpl Financial
What is Fred Mischler's role at the current company?
Fred Mischler's current role is Financial Advisor at LPL Financial.
What is Fred Mischler's email address?
Fred Mischler's email address is mi****@****ail.com
What schools did Fred Mischler attend?
Fred Mischler attended University Of Dayton School Of Law, University Of Cincinnati.
What skills is Fred Mischler known for?
Fred Mischler has skills like Tax Considerations And Strategies, Small Business, Tax, Roth And Traditional Iras, 401k Rollovers, Estate, Financial Strategies, Small Business Retirement Plan Strategies, Trusts, 529 Education Accounts, Legacy Strategies, Financial Strategies And Goal Setting.
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