Joseph Strack is a registered investment advisor at LPL Financial LLC, based in Fishers, IN, 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
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
12620 East 116th Street, Fishers, IN, 46037
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph operates under a DBA for his LPL business, BMO Investment Services, since 2021. He also owns rental real estate since 2022, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
BMO Harris Financial Advisors, INC.Broker
BMO Harris Financial Advisors, INC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Edward Jones
Edward JonesBroker
Capital Select Investments CORP.Broker
State Registrations8 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.