Kathleen Schmidt is a registered investment advisor at LPL Financial LLC, based in Wasilla, AK, with 4 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
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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
191 E Swanson Ave, Ste 101, Wasilla, AK, 99654
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathleen operates R+R Financial Partners as a DBA for her LPL business until May 2023, dedicating full-time hours. She is also a sole proprietor of Fireweed Bookkeeping since April 2021, spending about a quarter of her time on this investment-related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations13 states
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