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Andrew Starosta

LPL Financial LLC
32 Years of Experience
Milwaukee, WI
1 DisclosureBroker
View SEC Summary
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Andrew Starosta is a registered investment advisor at LPL Financial LLC, based in Milwaukee, WI, with 32 years of industry experience. Andrew 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
—
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Location

4000 S 27th St, Milwaukee, WI, 53221

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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.
Customer Dispute
December 1997
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Andrew operates under the DBA Landmark Investment Center, dedicating all of his time to it. He is also an employee of the investment center at Landmark Credit Union, performing bank duties.

Employment History
Current Registrations
LPL Financial LLC
October 2011 - Present · 15 yrs
LPL Financial LLC
October 2011 - Present · 15 yrs
LPL Financial LLCBroker
October 2011 - Present · 15 yrs
Previous Registrations
Primevest Financial Services, INC.
November 2010 - October 2011 · 11 mos
Primevest Financial Services, INC.Broker
November 2010 - October 2011 · 11 mos
Abacus Investments, INC.Broker
June 2010 - November 2010 · 5 mos
J.W. Cole Financial, INC.Broker
September 2009 - May 2010 · 8 mos
Jonathan Roberts Advisory Group, INC.
September 2009 - May 2010 · 8 mos
Chase Investment Services CORP.
October 2008 - August 2009 · 10 mos
Chase Investment Services CORP.Broker
October 2008 - August 2009 · 10 mos
The O.N. Equity Sales CompanyBroker
April 2006 - October 2008 · 2 yrs 6 mos
Associated Investment Services, INC.Broker
January 2006 - April 2006 · 3 mos
Lasalle St Securities, L.L.C.Broker
September 2003 - January 2006 · 2 yrs 4 mos
Associated Investment Services, INC.Broker
July 1998 - October 2003 · 5 yrs 3 mos
U.S. Bancorp Investments, INC.Broker
May 1997 - March 1998 · 10 mos
Edward D. Jones & CO., L.P.Broker
November 1993 - April 1997 · 3 yrs 5 mos
Robert W. Baird & CO. IncorporatedBroker
October 1988 - December 1988 · 2 mos
State Registrations5 states
AZFLILINWI
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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