Crystal Kolcz
Crystal Kolcz is a CFP-designated registered investment advisor at LPL Financial LLC, based in Downers Grove, IL, with 17 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
2651 Warrenville Road Ste 200, Downers Grove, IL, 60515
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2017Other Business Activities
Crystal operates under the DBAs Professional Wealth Advisors, LLC and PWA, LLC for her LPL business. These activities are investment-related and take about a quarter of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Ehlert Financial Group, INC.
M Holdings Securities, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.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.