Craig Poluszek is a registered investment advisor at LPL Enterprise, LLC, based in Columbus, OH, with 12 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
One Easton Oval, Suite 550, Columbus, OH, 43219
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Tiaa-Cref Individual & Institutional Services, LLCBroker
LPL Financial LLCBroker
Horace Mann Investors, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
AXA Advisors, LLCBroker
AXA Advisors, LLC
Sanders Morris Harris LLCBroker
Edelman Financial Services LLC
Morgan StanleyBroker
Morgan Stanley
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Park Avenue Securities LLCBroker
Metlife Securities INC.Broker
Pruco Securities, LLC.Broker
State Registrations2 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.