Jennifer Lownsbury is a registered investment advisor at LPL Financial LLC, based in Willmar, MN, 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
331 Third St SW, Ste 3, Willmar, MN, 56201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer is the treasurer for Dovre Township Board, handling financial tasks and record-keeping, dedicating minimal time. She also works at Conway, Deuth & Schmiesing PLLP doing tax preparation and accounting, spending nearly all of her time there, and is a partner or member with minimal oversight in several real estate rental companies.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
1st Global Capital CORP.Broker
State Registrations3 states
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