April Mastey is a registered investment advisor at LPL Financial LLC, based in Sauk Rapids, MN, 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
1685 4th Ave N, Sauk Rapids, MN, 56379
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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April operates under Mastey Financial Group and Mastey Financial Group, LLC, both DBAs for her LPL business, dedicating full-time hours to the latter. She also owns Sartell Investors, LLC, A. Mastey Properties, LLC, and Cozy Nest, LLC, all real estate rental businesses, and performs notary services, but spends minimal time on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Miller Johnson Steichen Kinnard, INC.
Miller Johnson Steichen Kinnard, INC.Broker
RBC Dain Rauscher INC.Broker
Miller Johnson Steichen Kinnard, INC.Broker
John G. Kinnard and Company, IncorporatedBroker
State Registrations36 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.