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CFP

Andrew Kutanovski

LPL Financial LLC
10 Years of Experience
Crown Point, IN
Broker
View SEC Summary
View SEC Summary

Andrew Kutanovski is a CFP-designated registered investment advisor at LPL Financial LLC, based in Crown Point, IN, with 10 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1504 N. Main St, Crown Point, IN, 46307

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Andrew receives referrals, works as a notary, and operates Kutanovski Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also co-owns ADK East LLC and ADK 229 LLC for real estate rental, and owns Kutanovski Dental LLC, spending minimal time on each.

Employment History
Current Registrations
LPL Financial LLC
January 2024 - Present · 2 yrs 9 mos
LPL Financial LLC
January 2024 - Present · 2 yrs 9 mos
LPL Financial LLCBroker
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
VALIC Financial Advisors, INC.
November 2016 - February 2024 · 7 yrs 3 mos
VALIC Financial Advisors, INC.Broker
March 2016 - February 2024 · 7 yrs 11 mos
State Registrations13 states
CACOFLIAILINMINCORPATXWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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