Robert Blazejewski
Robert Blazejewski is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bettendorf, IA, with 30 years of industry experience. Robert 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
3325 Utica Ridge Rd, Bettendorf, IA, 52722
Get directionsHistory
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
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
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Broker Dealer Financial Services CORP.Broker
Investment Advisors CORP
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Investment Centers of America, INC.Broker
Investment Centers of America, INC.
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Broker Dealer Financial Services CORP.Broker
Princor Financial Services CorporationBroker
State Registrations21 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.
Exams
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