Karla Ukman is a registered investment advisor at LPL Financial LLC, based in Creve Couer, MO, 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
12645 Olive Blvd, 2nd Floor, Creve Couer, MO, 63141
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karla operates under several business entities, including Artemis Financial Services, Artemis Financial Planning LLC, and Artemis Wealth Management LLC, primarily for tax and investment purposes. She dedicates about a quarter of her time to Artemis Wealth Management. Karla also owns KGD Consulting LLC, but spends no time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Country Capital Management CompanyBroker
State Registrations15 states
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