Christopher Mikolajczewski
Christopher Mikolajczewski is a registered investment advisor at LPL Financial LLC, based in Crystal Lake, 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
8600 Us Highway 14 Ste 103, Crystal Lake, IL, 60012
Get directionsHistory
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
Christopher operates Freedom Stewardship & Wealth Management and Upstream Investment Partners as DBAs for his LPL business, dedicating full-time hours to these investment-related activities. He also owns Eagle Vigilance Training & Consulting, LLC, providing self-defense and concealed carry training, and sells life and health insurance, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Spc
Sigma Financial CorporationBroker
Morgan StanleyBroker
Morgan Stanley
Edward Jones
Edward JonesBroker
State Registrations9 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.