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Louis Wasilewski

26 Years of Experience
Hennepin, IL
BrokerSells Insurance

Louis Wasilewski is a registered investment advisor at LPL Financial LLC, based in Hennepin, IL, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

126 E High St, Hennepin, IL, 61327

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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

Louis is a financial advisor doing business as North Central Investment Services since 2009. Since 2018, he has also been an independent agent selling life, disability, and long-term care insurance, as well as fixed annuities, dedicating minimal time to this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 6 mos
LPL Financial LLC
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Investment Centers of America, INC.Broker
February 2014 - November 2017 · 3 yrs 9 mos
Investment Centers of America, INC.
February 2014 - November 2017 · 3 yrs 9 mos
Midwestern Securities Trading Co.,llc
December 2009 - February 2014 · 4 yrs 2 mos
Midwestern Securities Trading Company, LLCBroker
December 2009 - February 2014 · 4 yrs 2 mos
Raymond James Financial Services Advisors, INC
January 2009 - December 2009 · 11 mos
Raymond James Financial Services
August 2006 - January 2009 · 2 yrs 5 mos
Raymond James Financial Services, INC.Broker
March 2006 - December 2009 · 3 yrs 9 mos
Abn Amro Distribution Services (USA), INC.Broker
January 2002 - March 2006 · 4 yrs 2 mos
Pfpc Distributors, INC.Broker
April 2000 - January 2002 · 1 yr 9 mos
Penn Mutual Equity Services, INC.Broker
October 1989 - April 1990 · 6 mos
State Registrations15 states
AZCOCTFLGAILINMDMNNCNENYOHTXWI
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.
Louis Wasilewski - Financial Advisor | TrueAdvisor