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Lynn Habrowski

LPL Financial LLC
22 Years of Experience
Southfield, MI
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Lynn Habrowski is a registered investment advisor at LPL Financial LLC, based in Southfield, MI, with 22 years of industry experience. Lynn 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

28411 Northwestern Hwy #1200, Southfield, MI, 48034

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
June 1993
Final Disposition
Criminal
August 1981
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Lynn sells fixed annuities, health, and fixed life insurance since 2004. Lynn also operates under the DBAs America Group Retirement Strategy Centers and Great Lakes Wealth Planning LLC, owns rental real estate, is a notary, and owns a diesel mechanic shop.

Employment History
Current Registrations
LPL Financial LLC
September 2010 - Present · 16 yrs 1 mo
LPL Financial LLCBroker
September 2004 - Present · 22 yrs 1 mo
State Registrations16 states
CACOFLILINLAMAMIMNNCNVOHSCTXVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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