Kenneth Lubkowski
Kenneth Lubkowski is a registered investment advisor at LPL Financial LLC, based in Seattle, WA, 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
2208 NW Market St Suite 409, Seattle, WA, 98107
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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
Kenneth has a non-variable insurance DBA and is an insurance agent, spending about a quarter of his time on insurance-related activities. He also owns rental real estate and has DBAs for his LPL business, dedicating full-time hours to one of them.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Advisory Services, LLC
State Registrations3 states
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