Evan Baker is a registered investment advisor at LPL Financial LLC, based in Owosso, MI, with 4 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
215 N Water St Ste 204, Owosso, MI, 48867
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Evan operates Mowinski Financial LLC as a DBA for his LPL business and is involved with MO Mortgage Group, providing mortgage/real estate services. He also works as a tax inputter for Tadricks Tax, dedicating about 10-20% of his time, and sells non-variable insurance through Mowinski Financial, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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