Brent Mowinski
Brent Mowinski is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fort Lauderdale, FL, 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
Fort Lauderdale, FL
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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
Brent is involved in several business activities, including selling property and casualty insurance, fixed insurance products (life, long-term care, disability, health, and Medicare), tax preparation, mortgage services, and owning multiple real estate rental properties. Selling insurance takes about 10-20% of Brent's time, while the other activities require minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations14 states
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