Steven Dobski is a registered investment advisor at LPL Financial LLC, based in Bloomington, IL, 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
801 N Hershey Rd., Ste C, Bloomington, IL, 61704
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven operates Blooming Tree Wealth Management as a DBA for his LPL business, dedicating nearly full-time hours to it. He also maintains J Galt Properties LLC for tax/investment purposes, but spends no time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 states
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