Sherri Munkelwitz is a registered investment advisor at LPL Financial LLC, based in Amery, WI, with 17 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
102 Keller Ave S, Amery, WI, 54001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sherri is a Registered Investment Associate assisting financial advisors through Bremer Investment Services/Raymond James, FID with Bremer Bank, taking about half of her time. She also provides administrative support to financial advisors at Bremer Investments and works part-time at Kwik Trip as a gas station attendant, in food service, cleaning, and as a cashier.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations13 states
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