Annmarie Mikolajczak
Annmarie Mikolajczak is a registered investment advisor at LPL Financial LLC, based in Troy, MI, with 41 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
2050 Livernois Rd Ste B, Troy, MI, 48083-1757
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2007Other 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
LPL Financial LLC
Previous Registrations
Ifmg Securities, INC.Broker
Financial Network Investment CorporationBroker
Primevest Financial Services, INC.Broker
Bisys Brokerage Services, INC.Broker
Abn Amro Investment Services, INC.Broker
Standard Brokerage Services, INC.Broker
Fiscl Securities, INC.Broker
Essex National Securities, INC.Broker
Uslife Equity Sales CORP.Broker
Fiscl Securities, INC.Broker
First Heritage CorporationBroker
State Registrations52 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.