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CFP
RS
CFP

Robert Sikorski

LPL Financial LLC
15 Years of Experience
Colorado Springs, CO
Broker
View SEC Summary
View SEC Summary

Robert Sikorski is a CFP-designated registered investment advisor at LPL Financial LLC, based in Colorado Springs, CO, with 15 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7035 Campus Dr, Ste 802, Colorado Springs, CO, 80920

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History

Regulatory History
Clean regulatory record

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 Activities

Robert operates Upstream Investment Partners as a DBA for his LPL business. He also owns rental real estate properties in Castle Rock and Colorado Springs, spending minimal time on these activities.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2023 - Present · 3 yrs 6 mos
LPL Financial LLC
May 2023 - Present · 3 yrs 6 mos
Previous Registrations
Sigma Financial CorporationBroker
January 2022 - May 2023 · 1 yr 4 mos
Spc
January 2022 - May 2023 · 1 yr 4 mos
Ameriprise Financial Services, LLC
June 2014 - January 2022 · 7 yrs 7 mos
Ameriprise Financial Services, LLCBroker
February 2014 - January 2022 · 7 yrs 11 mos
Pruco Securities, LLC.Broker
August 2011 - February 2014 · 2 yrs 6 mos
Ameriprise Financial Services, INC.Broker
October 2010 - February 2011 · 4 mos
State Registrations10 states
ALCOKSMAMSNMPATNTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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