Nancy Lagerfeldt is a registered investment advisor at LPL Financial LLC, based in Libertyville, IL, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1200 South Milwaukee Avenue, Libertyville, IL, 60048
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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.
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Nancy works with Wintrust Investments as a DBA for her LPL business since August 2024. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wintrust Investments
Wintrust Investments LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Robert W. Baird & CO. IncorporatedBroker
Kemper Securities Group, INC.Broker
Blunt Ellis & Loewi IncorporatedBroker
Mesirow Investment Services, INC.Broker
Illinois Company Investments, INC.Broker
Oberweis Securities, INC.Broker
Rose & Company Investment Brokers, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations21 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.