April Keil is a registered investment advisor at LPL Financial LLC, based in Green Bay, WI, with 25 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
310 W Walnut St, Green Bay, WI, 54303
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Regulatory History
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.
Learn about disclosures →Other Business Activities
April is listed as Power of Attorney in her parents' POA documents, which requires minimal time. She also operates under the DBA BMO Investment Services for her LPL business, dedicating about a quarter of her time during trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
BMO Harris Financial Advisors, INC.Broker
M&i Financial Advisors, INCBroker
Wells Fargo Investments, LLCBroker
Morgan Stanley Dw INC.Broker
Aal Capital Management CorporationBroker
State Registrations9 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.