Joel Vlasnik is a registered investment advisor at LPL Financial LLC, based in Lincoln, NE, with 14 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
8545 Executive Woods Dr; Unit 3, Lincoln, NE, 68512
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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.
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Joel is involved with several business entities, including Blacktie Properties LLC, Choice Management LLC, Rhythm Financial Group (DBA for LPL business), TD Ameritrade (brokerage account), and Till and Timber LLC. These activities are primarily for tax, investment, or business purposes, with minimal time dedicated to Till and Timber LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations21 states
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