EG
EG

Erin Gast

5 Years of Experience
Houghton, MI
Broker

Erin Gast is a registered investment advisor at LPL Financial LLC, based in Houghton, MI, with 5 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

1224 Military Rd, Houghton, MI, 49931

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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

Erin operates Insight Wealth Solutions, LLC as a DBA for her LPL business. This investment-related activity takes nearly all of Erin's time.

Employment History
Current Registrations
LPL Financial LLC
September 2023 - Present · 2 yrs 8 mos
LPL Financial LLC
September 2023 - Present · 2 yrs 8 mos
LPL Financial LLCBroker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, LLC
June 2021 - September 2023 · 2 yrs 3 mos
Ameriprise Financial Services, LLCBroker
February 2021 - September 2023 · 2 yrs 7 mos
State Registrations21 states
AKAZCACOFLIDILKYLAMAMDMIMNMOMTNVORSCTXWAWI
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.
Erin Gast - Financial Advisor | TrueAdvisor