Benjamin Ollila is a CFP-designated registered investment advisor at LPL Financial LLC, based in Eden Prairie, MN, 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
7820 Terrey Pine Ct, #200, Eden Prairie, MN, 55347
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin is involved in several business activities, including Edgewater Team Properties LLC (for tax/investment purposes), Lakeside Legacy Wealth Advisors and Strategic Wealth Group (DBAs for LPL business), MTO Properties LLC (real estate rental), and Strategic Wealth Group RIA, LLC (registered investment advisor). He dedicates about a quarter of his time to Lakeside Legacy Wealth Advisors, Strategic Wealth Group, and Strategic Wealth Group RIA, LLC.
Employment History
Current Registrations
LPL Financial LLC
Strategic Wealth Group
LPL Financial LLCBroker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations4 states
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