A. Strom-Olsen
A. Strom-Olsen is a registered investment advisor at LPL Financial LLC, based in Manchester Center, VT, with 23 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
54 Highland Ave Unit #1, Manchester Center, VT, 05255
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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
A. is affiliated with Vermont Retirement Planners, LLC and Private Advisor Group, LLC as a registered investment advisor, spending nearly full-time on these activities. A. also engages in real estate rental and sells fixed annuities and life insurance, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Advest, INC.Broker
Mercer Allied Company, L.P.Broker
State Registrations15 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.