Jason Levendoski is a registered investment advisor at LPL Financial LLC, based in Onalaska, WI, with 1 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
628 2nd Ave S, Onalaska, WI, 54650
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason operates Integrated Wealth Management LLC and Coulee Wealth Management as DBAs for his LPL business. He also owns Damview Farm and works full-time at Westby Cooperative Creamery. These activities are not investment-related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
State Registrations1 state
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