MK
CFP
MK
CFP

Matthew Krajniak

19 Years of Experience
Geneva, IL
BrokerSells Insurance

Matthew Krajniak is a CFP-designated registered investment advisor at LPL Financial LLC, based in Geneva, IL, 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

22 Crissey Ave., Suite 100, Geneva, IL, 60134

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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 ActivitiesSells Insurance

Matthew operates The Krajniak Group as a DBA for his LPL business and a business entity for tax/investment purposes. He is also a business owner of Midwest Motoring and sells life, disability income, and long-term care insurance as a non-variable insurance agent, dedicating minimal time to each of these non-LPL activities.

Employment History
Current Registrations
LPL Financial LLCBroker
December 2021 - Present · 4 yrs 5 mos
LPL Financial LLC
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Royal Alliance Associates, INC.Broker
October 2016 - December 2021 · 5 yrs 2 mos
Focus Financial
October 2016 - December 2021 · 5 yrs 2 mos
Royal Alliance Associates, INC.
October 2016 - October 2016 · 0 mos
Waddell & Reed
May 2006 - October 2016 · 10 yrs 5 mos
Waddell & ReedBroker
April 2006 - October 2016 · 10 yrs 6 mos
State Registrations12 states
AZCAFLILINMNMONCSCTXVAWI
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.
Matthew Krajniak - Financial Advisor | TrueAdvisor