Kathleen Aksten is a registered investment advisor at LPL Financial LLC, based in Brighton, MI, with 32 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
10153 Grand River Rd Ste B, Suite B, Brighton, MI, 48116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathleen owns Triple Diamonds Alpaca Ranch since 2007 and Crystal Diamonds Alpaca Emporium, LLC since 2025, dedicating minimal time to each. She also operates Premier Financial Planning LLC and Lake Trust Financial Life Planning as DBAs for her LPL business, spending about 10-20% of her time and nearly full-time, respectively.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Executive Wealth Management, LLC
Invest Financial CorporationBroker
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
Intersecurities, INC.Broker
Royal Alliance Associates, INC.Broker
Smith Barney INC.Broker
State Registrations20 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.