Thomas Snyder is a registered investment advisor at LPL Financial LLC, based in Lacrosse, WI, with 11 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
2715 Losey Blvd South, Lacrosse, WI, 54601
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Regulatory History (1)
Financial
September 2022Other Business Activities
Thomas operates under the DBAs Altra Financial Advisors Retirement and Wealth Management and Altra Financial Advisors for his LPL business. He also works as the Head Coach for the Men's Soccer Team at Prairie du Chien School District, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Edward Jones
Edward JonesBroker
Cetera Investment Services LLCBroker
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.