Laura Mossakowski
Laura Mossakowski is a CFP-designated registered investment advisor at LPL Financial LLC, based in Green Bay, WI, with 25 years of industry experience. Laura 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
2555 Continental Court, Ste 4, Green Bay, WI, 54311-0000
Get directionsHistory
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 Registrations12 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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