John Ogrodnick
John Ogrodnick is a registered investment advisor at LPL Enterprise, LLC, based in Farmington Hills, MI, with 31 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
23332 Orchard Lake Rd, Suite A, Farmington Hills, MI, 48336
Get directionsHistory
Regulatory History (4)
Customer Dispute
May 2018Customer Dispute
November 2014Customer Dispute
April 2007Customer Dispute
July 2001Other Business ActivitiesSells Insurance
John is compensated for signing hockey memorabilia and creating videos for fans. He also participates in charity hockey games and refers healthcare business to another advisor, dedicating minimal time to each activity.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Cetera Investment Advisers LLC
Summit Brokerage Services, INC.Broker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Bathgate Capital Partners LLCBroker
Paulson Investment Company, INC.Broker
J.P. Turner & Company, L.L.C.Broker
Schneider Securities, INC.Broker
Global Capital Securities CorporationBroker
Everen Securities, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations10 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.