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Harold Hinnerschietz

Advisor at LPL Enterprise

Updated today

Location

Pottsville, PA 17901

Credentials

Series 63, Series 65

Industry experience

7 years

About

Harold Hinnerschietz is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Co. He is also involved in non-variable insurance brokerage in Saint Clair, PA. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, model wealth portfolios, and access to third-party asset management programs. The firm operates as both a broker-dealer and insurance agency, enabling advisors to offer a broad range of securities and insurance products.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

General retirement planning Tax-loss harvesting

Occupation focus

Based on LPL Enterprise

Self-Employed Founder/Business Owner

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Fee options

Fixed

Flat fees for financial planning services as negotiated with the IAR.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning fees typically range from $0 to $15,000 or up to $500 per hour, negotiable and may be discounted or complimentary.

Location

4 S. 2 Nd Street, #306

Pottsville, PA 17901

Most active in

Pennsylvania

Work history

LPL Enterprise

2024 - Present (2 years)

Prudential Insurance Company of America

2020 - Present (6 years)

Pruco Securities, LLC.

2020 - 2024 (4 years)

Boscov's

2019 - 2024 (5 years)

Hinnerschietz Financial Services

2017 - 2024 (7 years)

NYLIFE Securities LLC

2016 - 2017 (1 year)

New York Life Insurance Co

2016 - 2017 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Active portfolio management Options & derivatives strategies
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General retirement planning Tax-loss harvesting Wealth management
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ESG / Sustainable investing
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Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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