Heikki Rouvinen is a registered investment advisor at LPL Financial LLC, based in White Bear Lake, MN, with 9 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
4524 Highway 61 N, White Bear Lake, MN, 55110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Heikki operates North Oaks Financial Services and North Oaks Wealth Management as DBAs for his LPL business, dedicating full-time hours to the latter. He also works as a real estate salesperson for North Oaks Realty, LLC, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
UBS International INC.Broker
UBS Painewebber INC.Broker
Waddell & Reed, INC.Broker
State Registrations4 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.