MK
MK

Michael Kolojejchick

41 Years of Experience
Dallas, PA
1 DisclosureBrokerSells Insurance

Michael Kolojejchick is a registered investment advisor at LPL Financial LLC, based in Dallas, PA, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

Dallas, PA

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 1997
Other Business ActivitiesSells Insurance

Michael has DBAs for his LPL business and is affiliated with Ash Brokerage selling non-variable insurance. Selling insurance takes about 10-20% of Michael's time.

Employment History
Current Registrations
LPL Financial LLC
June 2016 - Present · 9 yrs 11 mos
LPL Financial LLCBroker
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
September 2013 - April 2016 · 2 yrs 7 mos
Vicus Capital, INC.
January 2006 - April 2016 · 10 yrs 3 mos
Walnut Street Advisers INC
January 2003 - January 2006 · 3 yrs
Walnut Street Securities, INC.Broker
June 1997 - September 2013 · 16 yrs 3 mos
Guardian Investor Services CorporationBroker
February 1986 - March 1997 · 11 yrs 1 mo
MML Investors Services, INC.Broker
June 1985 - January 1986 · 7 mos
Massachusetts Mutual Life Insurance CompanyBroker
January 1984 - January 1986 · 2 yrs
State Registrations6 states
FLMDNJNYPASC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Kolojejchick - Financial Advisor | TrueAdvisor