EA
EA

Eric Anstedt

7 Years of Experience
Lisle, IL
Broker

Eric Anstedt is a registered investment advisor at LPL Financial LLC, based in Lisle, IL, 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

2443 Warrenville Rd, Ste 115, Lisle, IL, 60532

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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

Eric operates Upstream Investment Partners and Anstedt Financial LLC as DBAs for his LPL business, focusing on investment-related activities. These activities consume nearly all of Eric's time.

Employment History
Current Registrations
LPL Financial LLC
May 2024 - Present · 2 yrs 2 mos
LPL Financial LLC
May 2024 - Present · 2 yrs 2 mos
LPL Financial LLCBroker
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
Edward Jones
July 2018 - May 2024 · 5 yrs 10 mos
Edward JonesBroker
June 2018 - May 2024 · 5 yrs 11 mos
State Registrations2 states
ILMI
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.
Eric Anstedt - Financial Advisor | TrueAdvisor