Brian Maciejewski is a registered investment advisor at LPL Financial LLC, based in Shawano, WI, 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
101 N Main St, Shawano, WI, 54166
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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 Activities
Brian uses BMO Investment Services as a DBA for his LPL business since 2022. This activity is investment-related and occurs at the reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Associated Investment Services, INC.Broker
Associated Investment Services, INC.
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
LPL Financial LLCBroker
LPL Financial LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Edward JonesBroker
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.