LK
LK

Laura Kamps

19 Years of Experience
Lodi, WI
Broker

Laura Kamps is a registered investment advisor at LPL Financial LLC, based in Lodi, WI, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Laura operates under the DBA Investor Guidance Center for her LPL business.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2022 - Present · 4 yrs
LPL Financial LLC
May 2022 - Present · 4 yrs
Previous Registrations
CUNA Brokerage Services, INC.
November 2020 - May 2022 · 1 yr 6 mos
CUNA Brokerage Services, INC.Broker
November 2020 - May 2022 · 1 yr 6 mos
Wea Financial Advisors, INC.
June 2017 - August 2020 · 3 yrs 2 mos
Wea Investment Services, INC.Broker
June 2012 - August 2020 · 8 yrs 2 mos
Wea Investment Services, INC.Broker
October 2006 - September 2010 · 3 yrs 11 mos
Associated Investment Services, INC.Broker
September 2004 - October 2006 · 2 yrs 1 mo
State Registrations51 states
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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.