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CFP

Yisroel Krohn

LPL Financial LLC
14 Years of Experience
Lakewood, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Yisroel Krohn is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lakewood, NJ, with 14 years of industry experience. Yisroel 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
28129 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
—
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Location

713 W. Kennedy Blvd., Lakewood, NJ, 08701

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Yisroel operates Mayco Financial Services as a DBA for his LPL business and is involved in real estate investments and rentals. He also works as an agent for life and health insurance, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
LPL Financial LLC
October 2018 - Present · 8 yrs
LPL Financial LLCBroker
October 2018 - Present · 8 yrs
LPL Financial LLC
October 2018 - Present · 8 yrs
Previous Registrations
Cadaret Grant & CO INC
May 2012 - October 2018 · 6 yrs 5 mos
Cadaret, Grant & CO., INC.Broker
November 2011 - October 2018 · 6 yrs 11 mos
State Registrations12 states
CACOCTFLINMDMINJNYOHPATX
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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