William Knudsen
William Knudsen is a registered investment advisor at LPL Financial LLC, based in Southfield, MI, with 27 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
28411 Northwestern Hwy #1200, Southfield, MI, 48034-5521
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2021Customer Dispute
September 2008Employment Separation After Allegations
November 2007Other Business ActivitiesSells Insurance
William operates under America Group Retirement Strategy Centers and MECU Financial, both DBAs for his LPL business, dedicating full-time hours to these activities. He also works as an agent for non-variable insurance through Precision Brokerage Group and another unnamed entity, and has a business entity for tax/investment purposes, spending minimal time on each of these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
The Huntington Investment Company
The Huntington Investment CompanyBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
The Huntington Investment CompanyBroker
State Registrations13 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.