Lindsay Kaminski is a CFP-designated registered investment advisor at LPL Financial LLC, based in Appleton, WI, with 10 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
100 W. Lawrence Street, Suite 304, Appleton, WI, 54911
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 Activities
Lindsay is a business owner of Bell Locksmith LLC, dedicating a few hours per week to this non-investment related activity. Lindsay also works full-time for Gateway Financial Partner and Gateway Wealth Partners LLC, providing investment advisory services.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Sii Investments, INC.
Sii Investments, INC.Broker
State Registrations13 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.