CK
CFP · ChFC
CK
CFP · ChFC

Craig Korol

31 Years of Experience
Andover, KS
Broker

Craig Korol is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Andover, KS, with 31 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

915 E. Waterview Drive, Andover, KS, 67002

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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 Activities

Craig is a third party administrator through CK Consulting, dedicating about 10-20% of his time. He also operates his LPL business through Korol Financial Group, LLC and is associated with Global Retirement Partners, spending full-time hours on these endeavors.

Employment History
Current Registrations
Global Retirement Partners LLC
April 2016 - Present · 10 yrs 3 mos
LPL Financial LLCBroker
April 2016 - Present · 10 yrs 3 mos
Previous Registrations
LPL Financial LLC
December 2017 - October 2020 · 2 yrs 10 mos
Securities America Advisors, INC.
September 2005 - May 2016 · 10 yrs 8 mos
Securities America, INC.Broker
August 2005 - May 2016 · 10 yrs 9 mos
Tower Square Securities, INC.
September 2002 - August 2005 · 2 yrs 11 mos
Tower Square Securities, INC.Broker
September 2002 - August 2005 · 2 yrs 11 mos
Stifel Nicolaus & CO INC Investment Services
September 2000 - September 2002 · 2 yrs
Stifel, Nicolaus & Company, IncorporatedBroker
August 2000 - September 2002 · 2 yrs 1 mo
Washington Square Securities, INC.Broker
December 1998 - August 2000 · 1 yr 8 mos
Ogilvie Security Advisors CorporationBroker
January 1998 - December 1998 · 11 mos
MML Investors Services, INC.Broker
October 1996 - January 1998 · 1 yr 3 mos
Cbl Equities, INC.Broker
November 1994 - September 1996 · 1 yr 10 mos
State Registrations19 states
ARCACOFLHIIAILINKSMAMONENYOHOKSCTXVAWA
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.
Craig Korol - Financial Advisor | TrueAdvisor