Kristin Afelumo
Kristin Afelumo is a registered investment advisor at LPL Financial LLC, based in Tulsa, OK, 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
110 S Hartford Ave Ste 1006, Tulsa, OK, 74120
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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
Kristin operates under two DBAs for her LPL business: HerPlanning since 2020 and Gateway Financial Partners since 2021, dedicating minimal time to the latter. She is also a book author and an agent for non-variable insurance since 2020, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
LPL Financial LLCBroker
Principal Securities, INC.
Principal Securities, INC.
Principal Securities, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations3 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.