TS
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Tammy Sadek

2 Years of Experience
Grand Rapids, MI
Broker

Tammy Sadek is a registered investment advisor at LPL Financial LLC, based in Grand Rapids, MI, 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
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

3280 Beltline Ct NE, Suite 400, Grand Rapids, MI, 49525

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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

Tammy is involved in several business activities, including real estate investments through Argent Enterprises LLC and Brandywine Properties, LLC, and property management through Sadek Enterprises LLC. She also owns Sadek Orchards LLC, works as a consultant for Petco, and designs and sells art jewelry through Oakhollow Enterprises LLC, and owns Cat Hyperthyroid Radioactive Iodine Services LLC.

Employment History
Current Registrations
LPL Financial LLC
December 2023 - Present · 2 yrs 7 mos
LPL Financial LLCBroker
October 2023 - Present · 2 yrs 9 mos
State Registrations1 state
MI
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.
Tammy Sadek - Financial Advisor | TrueAdvisor