Ashley Amstadt is a registered investment advisor at LPL Financial LLC, based in Germantown, WI, with 10 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
W156 N11150 Pilgrim Rd, Germantown, WI, 53022
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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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Ashley operates under the DBA BMO Investment Services for her LPL business since April 2023. This activity is investment-related and conducted at her reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
LPL Financial LLC
LPL Financial LLCBroker
BMO Harris Financial Advisors, INC.Broker
BMO Harris Financial Advisors, INC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
State Registrations14 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.