Kyle Laubenstein
Kyle Laubenstein is a registered investment advisor at LPL Financial LLC, based in Green Bay, WI, with 16 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
425 Packerland Dr Ste F, Green Bay, WI, 54303
Get directionsHistory
Regulatory History (1)
Criminal
March 2006Other Business Activities
Kyle operates Truway Financial Management and Truway Financial as DBAs for his LPL business. He dedicates about half his time to these activities during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations12 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.