Brandon Martinek
Brandon Martinek is a registered investment advisor at LPL Financial LLC, based in Kaukauna, WI, with 15 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
930 Evergreen Dr, Kaukauna, WI, 54130-9352
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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
Brandon is involved with non-variable insurance through ECA Marketing, Inc. since 2014. He also operates Valley Investment Solutions as a DBA for his LPL business and Valley Tax Solutions for tax preparation/accounting/CPA services, both since 2014 and 2017 respectively.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Sii Investments, INC.
Investment Centers of America, INC.Broker
Investment Centers of America, INC.
Sii Investments, INC.Broker
State Registrations7 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.