Cheryl Angelini is a registered investment advisor at LPL Financial LLC, based in Racine, WI, with 24 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
1400 N Newman Road, Racine, WI, 53406
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Cheryl is a licensed branch employee for LPL business under Educators Investment Services and a program assistant at Educators Credit Union, dedicating full-time hours to the latter. She also works as a notary, spends minimal time as Vice President at Infotech Solutions, and owns rental real estate.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
State Registrations1 state
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.