Jeffrey Kolodjski is a registered investment advisor at LPL Financial LLC, based in Mahtomedi, MN, 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
748 Wildwood Rd, Mahtomedi, MN, 55115
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is affiliated with multiple entities, including Union Advisors, Great Valley Advisor Group, JPK Financial, Inc., 12 Long Lake Road LLC (real estate rental), U Advisors, and North Point Advisor Group, primarily as DBAs for his LPL business or for investment/tax purposes. He spends nearly full-time on Union Advisors, a few hours per week on Great Valley Advisor Group, JPK Financial, Inc., and North Point Advisor Group, and minimal time on 12 Long Lake Road LLC and U Advisors.
Employment History
Current Registrations
LPL Financial LLC
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Princor Financial Services CorporationBroker
State Registrations8 states
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