Tod Masin is a registered investment advisor at LPL Financial LLC, based in Lincoln, NE, 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
4827 Pioneers Blvd Ste B, Lincoln, NE, 68506
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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 ActivitiesSells Insurance
Tod is a co-owner of Summit Developments, LLC for tax/investment purposes and real estate rental, dedicating minimal time to each. Tod also works with MasinMisko Inc. for LPL business and non-variable insurance, and is a licensed insurance agent, spending minimal time on these insurance-related activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wealthplan Partners
Wealthplan Partners
Securities America, INC.Broker
Vsr Advisory Services
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Vsr Advisory Services
The Masters, INC.
Vsr Financial Services, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations15 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.