Justin Levanetz
Justin Levanetz is a registered investment advisor at LPL Financial LLC, based in Greenville, WI, with 29 years of industry experience. Justin 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
Greenville, WI
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2010Customer Dispute
January 2006Other Business Activities
Justin is involved with Levanetz Entertainment, an entertainment business, dedicating about 10-20% of his time. He also uses Gateway Financial Partners as a DBA for his LPL business, which takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
LPL Financial CorporationBroker
Associated Investment Services, INC.Broker
Wma Securities, INC.Broker
State Registrations18 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.
Exams
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