Dale Kolar is a registered investment advisor at LPL Financial LLC, based in Sheboygan, WI, 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
Sheboygan, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dale is involved in financial services through Kolar Wealth Management since 2018 and Gateway Financial Partners since 2022. The Gateway Financial Partners activity, a DBA for LPL business, takes nearly full-time hours per month, with about half of his time spent during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations2 states
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