Louise Schatke
Louise Schatke is a registered investment advisor at Kovack Advisors, INC., based in Marietta, GA, with 31 years of industry experience. Louise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 14,305 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kovack Advisors charges an annual fee based on a percentage of the value of your investments. The maximum annual fee is 2.90%. Fees are negotiable and may be calculated as a flat percentage or on a tiered schedule. Fees are billed quarterly or monthly in advance. You are responsible for brokerage commissions and other transactional costs unless your advisor negotiates to cover ticket charges, which may result in a higher overall advisory fee.
Location
430 Winding Creek Place, Marietta, GA, 30068
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Louise is the owner of LCS Financial Group, where she works as a financial consultant full-time. She also works as an insurance agent selling life, health, and fixed insurance products, and as a notary, dedicating minimal time to each.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Resource Horizons Investment Advisory, INC.
Resource Horizons Group LLCBroker
Financial Consultants Group INC
Cambridge Investment Research, INC.Broker
Royal Alliance Associates, INC.Broker
Keogler, Morgan & Company, INC.Broker
State Registrations4 states
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.