Karen Lind is a registered investment advisor at LPL Financial LLC, based in Grand Rapids, MN, with 23 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
504 NW First Ave, Ste 200, Grand Rapids, MN, 55744
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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
Karen is involved in several business activities, including Blake and Lind CPAS PLLC (tax prep/accounting/CPA, nearly full-time), Riverview Financial Advisors LLC (DBA for LPL business, nearly full-time), Blake & Lind Properties LLC (real estate rental, minimal time), Karen E Lind PA (business entity for tax/investment purposes), and Z-Land LLC (real estate rental). These activities are primarily investment-related, except for Karen E Lind PA.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Securus Wealth Management, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Trusted Securities Advisors CORP.Broker
State Registrations3 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.