Cassandre Mlakar is a registered investment advisor at LPL Financial LLC, based in Shannon, IL, with 18 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
1 South Linn St, Shannon, IL, 61078
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cassandre operates as FSB Wealth Group, a DBA for her LPL business, dedicating full-time hours. She also serves as a for-profit board member for First State Bank Shannon-Polo-LC, spending minimal time, and has a financial institution duty for First State Bank Shannon-Polo-Lake Carroll, dedicating about a quarter of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Uvest Financial Services Group, INC.Broker
BMO Capital Markets Gkst INC.Broker
State Registrations9 states
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