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Kyle Laubenstein

LPL Financial LLC
17 Years of Experience
Green Bay, WI
1 DisclosureBroker
View SEC Summary
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Kyle Laubenstein is a registered investment advisor at LPL Financial LLC, based in Green Bay, WI, with 17 years of industry experience. Kyle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

425 Packerland Dr Ste F, Green Bay, WI, 54303

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History

Regulatory History (1)
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Criminal
March 2006
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Waddell & Reed
August 2009 - July 2021 · 11 yrs 11 mos
Waddell & ReedBroker
July 2009 - July 2021 · 12 yrs
State Registrations13 states
CACOFLMAMIMNNENYOKORTXUTWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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