Alex Egstad is a registered investment advisor at LPL Financial LLC, based in Tomah, WI, with 5 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
1017 Superior Ave, Tomah, WI, 54660
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alex is an agent selling life and health insurance through Egstad Insurance & Investments, dedicating minimal time. He also operates Egstad Wealth Management as a DBA for both Norstad, Inc. and EWM LLC for investment and tax purposes, spending minimal time on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations12 states
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