RB
CFP
RB
CFP

Robert Blazejewski

29 Years of Experience
Davenport, IA
BrokerSells Insurance

Robert Blazejewski is a CFP-designated registered investment advisor at LPL Financial LLC, based in Davenport, IA, 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.

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Location

2102 E Kimberly Rd, Davenport, IA, 52807

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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

Robert works full-time for IHMVCU Investment Services as a DBA for LPL Business since 2018. He is also an agent for Equitrust selling non-variable insurance since 2013, dedicating a few hours per week, and has a financial institution duty at a credit union since 2020, dedicating a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
May 2018 - Present · 8 yrs 2 mos
LPL Financial LLCBroker
May 2018 - Present · 8 yrs 2 mos
LPL Financial LLC
May 2018 - Present · 8 yrs 2 mos
Previous Registrations
Broker Dealer Financial Services CORP.Broker
April 2013 - May 2018 · 5 yrs 1 mo
Investment Advisors CORP
April 2013 - May 2018 · 5 yrs 1 mo
Cuso Financial Services, L.P.Broker
June 2010 - April 2013 · 2 yrs 10 mos
Cuso Financial Services, L.P.
June 2010 - April 2013 · 2 yrs 10 mos
Investment Centers of America, INC.Broker
August 2009 - June 2010 · 10 mos
Investment Centers of America, INC.
August 2009 - June 2010 · 10 mos
U.S. Bancorp Investments, INC.
March 2006 - September 2007 · 1 yr 6 mos
U.S. Bancorp Investments, INC.Broker
December 2005 - September 2007 · 1 yr 9 mos
Broker Dealer Financial Services CORP.Broker
April 1996 - October 2005 · 9 yrs 6 mos
Princor Financial Services CorporationBroker
January 1994 - October 1995 · 1 yr 9 mos
State Registrations21 states
ARAZCOFLIAILINKYMIMNMOMTNVNYOHOKSCTNTXWAWI
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.
Robert Blazejewski - Financial Advisor | TrueAdvisor