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CFP
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CFP

Amy Holewa

LPL Financial LLC
29 Years of Experience
Maple Grove, MN
Broker
View SEC Summary
View SEC Summary

Amy Holewa is a CFP-designated registered investment advisor at LPL Financial LLC, based in Maple Grove, MN, with 29 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11272 86th Ave N., Suite B, Maple Grove, MN, 55369

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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

Amy is involved with Intentional Wealth LLC for tax/investment purposes, dedicating minimal time. She also operates Holewa Financial as a DBA for her LPL business, spending nearly full-time hours on this investment-related activity.

Employment History
Current Registrations
LPL Financial LLC
January 2024 - Present · 2 yrs 9 mos
LPL Financial LLCBroker
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Financial Dimensions Group, INC.
December 2013 - February 2024 · 10 yrs 2 mos
Financial Dimensions Group, INC.
January 2010 - December 2012 · 2 yrs 11 mos
Osaic Wealth, INC.Broker
December 2009 - February 2024 · 14 yrs 2 mos
Ing Financial Partners, INC.Broker
January 2006 - December 2009 · 3 yrs 11 mos
Ameriprise Financial Services, INC.Broker
December 1996 - January 2006 · 9 yrs 1 mo
Ids Life Insurance CompanyBroker
December 1996 - January 2006 · 9 yrs 1 mo
State Registrations14 states
AZCAFLIAILINMNNYOKSCTNTXWAWI
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.
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