Joseph Golebiowski
Joseph Golebiowski is a registered investment advisor at LPL Financial LLC, based in Mount Pleasant, WI, 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
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
1131 Prairie Drive Suite 300, Mount Pleasant, WI, 53406
Get directionsHistory
Regulatory History (2)
Judgment / Lien
October 2020Judgment / Lien
July 2018Other Business Activities
Joseph operates Elite Financial Network as a DBA for his LPL business in Mount Pleasant, WI. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
AXA Advisors, LLCBroker
Ffp Securities, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations4 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.