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CFP

Deron Shymkewich

LPL Financial LLC
32 Years of Experience
Lisle, IL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Deron Shymkewich is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lisle, IL, with 32 years of industry experience. Deron 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
—
View Full SEC Brochure

Location

2443 Warrenville Rd, Ste 115, Lisle, IL, 60532

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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

Deron operates Upstream Investment Partners as a DBA for his LPL business, dedicating full-time hours to it. He also receives non-variable insurance trails and manages Shymkewich Wealth Management, Inc for tax/investment purposes, each requiring minimal time.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2023 - Present · 3 yrs 5 mos
LPL Financial LLC
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Sigma Financial CorporationBroker
January 2012 - May 2023 · 11 yrs 4 mos
Spc
January 2012 - May 2023 · 11 yrs 4 mos
Ameriprise Financial Services, INC.
October 2009 - January 2012 · 2 yrs 3 mos
Ameriprise Financial Services, INC.Broker
October 2009 - January 2012 · 2 yrs 3 mos
Ameriprise Advisor Services, INC.
June 2003 - October 2009 · 6 yrs 4 mos
Rsm Mcgladrey, INC.
March 2003 - July 2003 · 4 mos
Ameriprise Advisor Services, INC.Broker
October 1993 - October 2009 · 16 yrs
State Registrations18 states
AZCACOFLGAILINMAMIMNMOMTNCNEPASCTXWI
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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