Ronald Scanlan is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Shawano, WI, 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
101 N Main St, Shawano, WI, 54166
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ronald operates under a DBA for his LPL business, BMO Investment Services, since 2021. He also owns rental real estate, Scanlan Rentals, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
BMO Harris Financial Advisors, INC.Broker
BMO Harris Financial Advisors, INC
M&i Financial Advisors, INC.
M&i Investment Management CORP.
M&i Financial Advisors, INC.
M&i Financial Advisors, INCBroker
Aal Capital Management CorporationBroker
State Registrations1 state
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