Lisette Ehrat is a registered investment advisor at LPL Financial LLC, based in Greenville, IL, 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
311 West Main St, Greenville, IL, 62246
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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 Activities
Lisette is involved in several outside business activities, including owning a farm (Dair-E-Land Holsteins, Inc.), owning rental real estate (Mark & Lisette Ehrat JTWROS and Lisette Ehrat), and working as a church organist. She also operates Integrity Financial Group as a DBA for her LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Strategic Financial Services
Osaic Wealth, INC.
Strategic Financial Services
Osaic Wealth, INC.Broker
Edward JonesBroker
State Registrations11 states
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