Venessa Schalkwyk
Venessa Schalkwyk is a registered investment advisor at LPL Financial LLC, based in Clayton, MO, with 16 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
7730 Carondelet Ave, Ste 200, Clayton, MO, 63105
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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 →Other Business ActivitiesSells Insurance
Venessa operates BOS Asset Management LLC, BOS Investment Services, and BOS Wealth & Planning as DBAs for her LPL business. She also sells non-variable insurance products, including health and group life insurance, dedicating minimal time to this activity, and has a financial institution duty at Bank of Springfield.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
National Planning CorporationBroker
Metlife Securities INC.Broker
State Registrations15 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.