Todd Youngberg is a registered investment advisor at LPL Financial LLC, based in Joliet, IL, with 20 years of industry experience. Todd 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
801 Essington, Joliet, IL, 60435
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2019Customer Dispute
April 2016Other Business Activities
Todd operates under the DBA BMO Investment Services for his LPL business since 2021. He also acts in a fiduciary capacity for a Children's Single Fund Trust since 2016.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations22 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.
Exams
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