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Annmarie Mikolajczak

LPL Financial LLC
41 Years of Experience
Troy, MI
1 DisclosureBroker
View SEC Summary
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Annmarie Mikolajczak is a registered investment advisor at LPL Financial LLC, based in Troy, MI, with 41 years of industry experience. Annmarie 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

2050 Livernois Rd Ste B, Troy, MI, 48083-1757

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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
March 2007
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Annmarie operates under several DBAs for her LPL business, including Center for Wealth Planning, Inc., America Group Retirement Strategy Centers, and Boardwalk Financial Group, LLC. She spends about half her time on America Group Retirement Strategy Centers and minimal time on Boardwalk Financial Group, LLC.

Employment History
Current Registrations
LPL Financial LLCBroker
March 2007 - Present · 19 yrs 7 mos
LPL Financial LLC
March 2007 - Present · 19 yrs 7 mos
Previous Registrations
Ifmg Securities, INC.Broker
October 2004 - March 2007 · 2 yrs 5 mos
Financial Network Investment CorporationBroker
April 2002 - October 2004 · 2 yrs 6 mos
Primevest Financial Services, INC.Broker
May 2000 - March 2002 · 1 yr 10 mos
Bisys Brokerage Services, INC.Broker
March 1999 - May 2000 · 1 yr 2 mos
Abn Amro Investment Services, INC.Broker
July 1998 - February 1999 · 7 mos
Standard Brokerage Services, INC.Broker
November 1996 - July 1998 · 1 yr 8 mos
Fiscl Securities, INC.Broker
October 1994 - November 1996 · 2 yrs 1 mo
Essex National Securities, INC.Broker
June 1992 - September 1994 · 2 yrs 3 mos
Uslife Equity Sales CORP.Broker
November 1989 - May 1992 · 2 yrs 6 mos
Fiscl Securities, INC.Broker
March 1989 - November 1989 · 8 mos
First Heritage CorporationBroker
August 1984 - July 1989 · 4 yrs 11 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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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