Kurt Schuster is a CFP-designated registered investment advisor at LPL Financial LLC, based in Utica, MI, 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
7669 Auburn Rd, Utica, MI, 48317
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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 ActivitiesSells Insurance
Kurt is involved in tax preparation, accounting, and bookkeeping through Qolity Tax, spending about 10-20% of his time on this. He also owns Kellcole Holdings LLC for commissions and office supplies, and is involved in real estate rental through Kellcole Real Estate LLC, dedicating minimal time to each. Additionally, Kurt sells long-term care insurance, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Hantz Financial Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations31 states
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