Karen Vanleeuwen
Karen Vanleeuwen is a registered investment advisor at LPL Financial LLC, based in Pittsburg, KS, with 23 years of industry experience. Karen 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
112 W 4th Street Suite 5, Pittsburg, KS, 66762
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2007Other Business ActivitiesSells Insurance
Karen owns Vanleeuwen Financial Services, providing investment advice and retirement planning, dedicating nearly full-time hours to this. She also owns Vanleeuwen Farms, but spends no time on it, and sells insurance products including fixed annuities, life/health, long-term care, and Medicare supplements, dedicating nearly full-time hours to this as well.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
State Registrations5 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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