Susan Jansen is a registered investment advisor at LPL Financial LLC, based in Appleton, WI, with 26 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
100 W Lawrence St Ste 304, Appleton, WI, 54911-0000
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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.
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Susan is involved in several investment-related activities, including Curtis Wealth Management, Advisors' Pride, Provisions Wealth Planners, Gateway Financial Partners, and Gateway Wealth Partners. She dedicates a significant amount of time to these ventures, particularly Gateway Wealth Partners, working nearly full-time on each.
Employment History
Current Registrations
LPL Financial LLC
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Advisors' Pride INC.
LPL Financial LLC
Baker Tilly Investment Advisors
Baker Tilly Capital, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations12 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.