Kathleen Cimonetti
Kathleen Cimonetti is a registered investment advisor at LPL Financial LLC, based in Mokena, IL, with 9 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
19070 Everett Blvd #207, Mokena, IL, 60448
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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
Kathleen operates under multiple DBAs for her LPL business, including Vie Wealth Management, Cornerstone Wealth Portfolios, and Cornerstone Wealth Services, dedicating full-time hours to these investment-related activities. She is also a financial advisor for Pickett Group INC, focusing on non-variable insurance, but spends no time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Edward Jones
Edward JonesBroker
State Registrations7 states
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