Kari Skedsvold is a registered investment advisor at LPL Financial LLC, based in Portland, OR, 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
975 SE Sandy Blvd Ste 210, Portland, OR, 97214-2296
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kari operates her LPL business through Rubino Skedsvold Moran & Associates and RSMA Wealth Management. She also owns multiple real estate rental properties and spends full-time hours on RSMA Wealth Management, Inc., a business entity for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations25 states
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