Kimberly Schmelz is a registered investment advisor at LPL Financial LLC, based in Platteville, WI, with 2 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
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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
170 West Main St, Platteville, WI, 53818
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimberly is the Vice President and School Board Director for Belmont Community Schools, spends full-time as a Financial Services Representative at Community First Bank, and operates under the DBA The Investment Center at Community First Bank for her LPL business. She also works as a yoga instructor at B1 Yoga and Driftless Fitness & Yoga, and is involved with Friends of the Belmont Mound, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations10 states
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