Erika Greeney
Erika Greeney is a registered investment advisor at LPL Financial LLC, based in Bloomington, MN, with 3 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
8120 Penn Ave S Ste 444, Bloomington, MN, 55431
Get directionsHistory
Regulatory History (2)
Criminal
March 2012Criminal
December 2010Other Business Activities
Erika operates Lakeshore Group Wealth Management and The Mind and Money Connection as DBAs for her LPL business. She also owns MamaMakingThings, a non-investment related business, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.Broker
State Registrations4 states
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.