Anna Kamp is a registered investment advisor at LPL Financial LLC, based in Highland, IL, with 24 years of industry experience. Anna is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
12455 State Rt. 143, Highland, IL, 62249
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Regulatory History (1)
Customer Dispute
April 2013Other Business Activities
Anna operates under the DBA SCU Retirement & Investment Services for her LPL business. She also participates in a crop restoration program called Golden Eagle Land CRP since 2012.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Walnut Street Securities, INC.Broker
Eagle One Investments, LLCBroker
State Registrations20 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.
Exams
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