Jeffrey Knusalla
Jeffrey Knusalla is a registered investment advisor at LPL Financial LLC, based in Wausau, WI, with 21 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
227521 Harrier Ave, Wausau, WI, 54401
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Regulatory History (1)
Customer Dispute
November 2013Other Business ActivitiesSells Insurance
Jeffrey operates Equity Design Group as a DBA for his LPL business, dedicating full-time hours. He also engages in non-variable insurance activities through Equity Design Group, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Equity Design Advisors, LLC
The O.N. Equity Sales CompanyBroker
State Registrations10 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.