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Rostislav Tkachenko

7 Years of Experience
Peachtree City, GA
BrokerSells Insurance

Rostislav Tkachenko is a registered investment advisor at LPL Financial LLC, based in Peachtree City, GA, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

2806 Hwy 54, Peachtree City, GA, 30269

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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 ActivitiesSells Insurance

Rostislav operates his LPL business under the DBA Wealthstead Financial Advisors. He is also a notary and sells non-variable insurance, dedicating full-time hours to the latter.

Employment History
Current Registrations
LPL Financial LLC
August 2024 - Present · 1 yr 9 mos
LPL Financial LLCBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Osaic Fa, INC.
April 2019 - August 2024 · 5 yrs 4 mos
Osaic Fa, INC.Broker
December 2018 - August 2024 · 5 yrs 8 mos
State Registrations11 states
ALFLGAILINKYMANCSCTNVA
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.
Rostislav Tkachenko - Financial Advisor | TrueAdvisor