Andrea Suchy-Shinn
Andrea Suchy-Shinn is a registered investment advisor at LPL Enterprise, LLC, based in St. Louis Park, MN, with 21 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
600 S Highway 169, Suite 1000, St. Louis Park, MN, 55426-0134
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Regulatory History (2)
Customer Dispute
April 2008Customer Dispute
November 2006Other Business Activities
Andrea is a joint owner of Money Pit Enterprises, a real estate renovation and rental business, since 2006. She spends about 10-20% of her time repairing and maintaining properties, screening tenants, collecting rents, and managing tenant turnover.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations25 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.