Kristen Carreira is a registered investment advisor at LPL Financial LLC, based in Madison, WI, 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
133 S Butler St Ste 100, Madison, WI, 53703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristen operates under the DBA Carreira Quinn Financial since 2018. She also owns a short-term rental property (Airbnb) since 2022, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations25 states
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