Cetera Investment Advisers
41yrs
Top advisor by experience in Meridian
27yrs
Based in Meridian, Idaho, Robert Schelling is a fiduciary financial advisor with 27 years of industry experience. Robert has been with LPL Financial since 2024; before that, Robert spent 22 years at Ameriprise Financial Services. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 223 advisors with offices in Meridian, and one of 212 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 13% by experience in Meridian
Office413 SW 5th Ave Suite 110, Meridian, ID 83642
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowLPL Financial LLCCurrent firm
- 2002 – 2024Ameriprise Financial Services, LLCPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Robert’s local office at (208) 914-6595 or the LPL Financial main office at (704) 733-3300, and ask for Robert Schelling.
How long has Robert been a financial advisor?
Robert has been in the industry since 2000, about 27 years. Top 13% by experience in Meridian.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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