TS
TS

Tome Salkovski

29 Years of Experience
Crown Point, IN
1 DisclosureBrokerSells Insurance

Tome Salkovski is a registered investment advisor at LPL Financial LLC, based in Crown Point, IN, with 29 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.

Loading...

Location

1504 N. Main St, Crown Point, IN, 46307

Get directions

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
August 2004
Denied
Other Business ActivitiesSells Insurance

Tome sells non-variable insurance products, including term, universal life, disability insurance, and LTC, dedicating minimal time to this activity. Tome also operates Shalk Wealth Management as a DBA for LPL business, which is a full-time commitment, and owns several property LLCs for tax/investment purposes, each requiring minimal time.

Employment History
Current Registrations
LPL Financial LLCBroker
January 2024 - Present · 2 yrs 4 mos
LPL Financial LLC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Securities America, INC.Broker
September 2008 - January 2024 · 15 yrs 4 mos
Securities America Advisors, INC.
September 2008 - January 2024 · 15 yrs 4 mos
Mitre Group LLCBroker
April 2007 - July 2009 · 2 yrs 3 mos
Aig Financial Advisors, INC.Broker
October 2005 - March 2007 · 1 yr 5 mos
Sunamerica Securities, INC.Broker
July 2005 - October 2005 · 3 mos
American Express Financial Advisors, INC.
December 1998 - July 2005 · 6 yrs 7 mos
American Express Financial Advisors INC.Broker
December 1996 - July 2005 · 8 yrs 7 mos
Ids Life Insurance CompanyBroker
December 1996 - July 2005 · 8 yrs 7 mos
State Registrations6 states
COFLILINKSTX
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.
Tome Salkovski - Financial Advisor | TrueAdvisor