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CFP
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CFP

Martin Shreibak

LPL Financial LLC
40 Years of Experience
Highland, IN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Martin Shreibak is a CFP-designated registered investment advisor at LPL Financial LLC, based in Highland, IN, with 40 years of industry experience. Martin 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

2846 45th St Ste B, Highland, IN, 46322

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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

Martin is involved in several business activities, including owning Investment Consultants and Management Company, tax preparation, real estate management, and various LLCs for tax, investment, and business purposes. He also has non-variable insurance activities.

Employment History
Current Registrations
LPL Financial LLC
May 2020 - Present · 6 yrs 5 mos
LPL Financial LLCBroker
May 2020 - Present · 6 yrs 5 mos
Previous Registrations
Investment Consultants & Management Company
September 2007 - November 2011 · 4 yrs 2 mos
Royal Alliance Associates, INC.
December 1998 - June 2020 · 21 yrs 6 mos
Royal Alliance Associates, INC.Broker
November 1989 - June 2020 · 30 yrs 7 mos
Integrated Resources Equity CorporationBroker
February 1987 - November 1989 · 2 yrs 9 mos
Planner's Independent Management, INC.Broker
August 1985 - February 1986 · 6 mos
State Registrations2 states
ILIN
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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