Laura Mossakowski
Laura Mossakowski is a CFP-designated registered investment advisor at LPL Financial LLC, based in Green Bay, WI, with 24 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
2555 Continental Court, Ste 4, Green Bay, WI, 54311-0000
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Regulatory History (1)
Customer Dispute
August 2006Other Business ActivitiesSells Insurance
Laura operates her LPL business through Laura Mossakowski, LLC. She also works as a notary, sells insurance products including life, universal, and health, offers pre-paid legal and ID theft protection insurance policies, serves as president of a dog park committee, and is a non-profit board member for a school education foundation, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Mutual Service Corporation
Mutual Service CorporationBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations11 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.