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ChFC
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ChFC

Walter Kadell

LPL Financial LLC
42 Years of Experience
Rochester Hills, MI
BrokerSells Insurance
View SEC Summary
View SEC Summary

Walter Kadell is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Rochester Hills, MI, with 42 years of industry experience. Walter 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
28129 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
—
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Location

745 Barclay Cir., Ste 310, Rochester Hills, MI, 48307

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Walter operates his LPL business under the DBA Financial Services Group of Michigan, Inc. since 2011. He also receives trails from individual and group life, health, disability, and fixed annuities insurance policies, dedicating minimal time to this activity.

Employment History
Current Registrations
LPL Financial LLC
May 2010 - Present · 16 yrs 5 mos
LPL Financial LLCBroker
November 1998 - Present · 27 yrs 11 mos
Previous Registrations
The Equitable Life Assurance Society of the United StatesBroker
December 1983 - December 1998 · 15 yrs
Eq Financial Consultants, INC.Broker
December 1983 - December 1998 · 15 yrs
State Registrations9 states
DCFLILINMIOHORSCVA
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.
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