TrueAdvisor
TrueAdvisor
MK
MK

Michael Kolojejchick

LPL Financial LLC
42 Years of Experience
Dallas, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Kolojejchick is a registered investment advisor at LPL Financial LLC, based in Dallas, PA, with 42 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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
View Full SEC ReportHow to Read Disclosures
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 · 10 yrs 4 mos
LPL Financial LLCBroker
June 2016 - Present · 10 yrs 4 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.
More Advisors
More financial advisors in Dallas, PA →All financial advisors in Pennsylvania →