Amy Hume is a registered investment advisor at LPL Financial LLC, based in Janesville, WI, with 6 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
100 N. Main St., Janesville, WI, 53545
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amy operates under the DBA BMO Investment Services for her LPL business and acts in a fiduciary capacity for the Bohn Family Irrevocable Trust. She also owns 40 acres of farmland and is a business owner/farmer at Triple H Arena & Equine Services LLC, dedicating minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
State Registrations1 state
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