Leo Schlangen is a CFP-designated registered investment advisor at LPL Financial LLC, based in St Michael, MN, with 33 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
403 E Central Ave, St Michael, MN, 55376
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leo co-owns rental real estate since 1999, dedicating minimal time. He also operates under the DBA Regal Creek Wealth Management for his LPL business, and co-owns H&R Block franchises and Whetstone Enterprises, LLC, spending a few hours per week on Common Cents Tax.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Amerinational Financial Services, INC.Broker
State Registrations13 states
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.