SD
SD

Sarah Deskovich

12 Years of Experience
Downers Grove, IL
2 DisclosuresBroker

Sarah Deskovich is a registered investment advisor at LPL Financial LLC, based in Downers Grove, IL, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

2655 Warrenville Rd Ste 175, Downers Grove, IL, 60515

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2018
Employment Separation After Allegations
July 2018
Other Business Activities

Sarah operates under the DBAs PWA and Professional Wealth Advisors for her LPL business. She is also involved with Partnerland LLC for tax/investment purposes, dedicating nearly full-time hours to it.

Employment History
Current Registrations
LPL Financial LLC
December 2019 - Present · 6 yrs 5 mos
LPL Financial LLCBroker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
LPL Financial LLC
October 2019 - November 2019 · 1 mo
Great Lakes Advisors, LLC
April 2019 - November 2019 · 7 mos
Wintrust Investments
April 2019 - November 2019 · 7 mos
Wintrust Investments LLCBroker
March 2019 - November 2019 · 8 mos
Lasalle St. Investment Advisors, L.L.C.
January 2019 - March 2019 · 2 mos
Lasalle St Securities, L.L.C.Broker
January 2019 - March 2019 · 2 mos
Wells Fargo Clearing Services, LLC
August 2018 - October 2018 · 2 mos
Wells Fargo Clearing Services, LLCBroker
August 2018 - October 2018 · 2 mos
Wells Fargo Clearing Services, LLC
July 2018 - July 2018 · 0 mos
J.P. Morgan Securities LLC
June 2013 - July 2018 · 5 yrs 1 mo
J.P. Morgan Securities LLCBroker
May 2013 - July 2018 · 5 yrs 2 mos
State Registrations1 state
IL
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.