Charles Lewandowski
Charles Lewandowski is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Rockville, MD, with 45 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
6219 Executive Blvd, Rockville, MD, 20852
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles operates Planning Needs Financial Group as a DBA for his LPL business, dedicating about half of his time. He also owns D & S Investments LLC and Lewandowski Family LLC for real estate rentals, spends a few hours per week as an officer of Artisan Movers, Inc., and about 10-20% of his time as President of Corporate Benefit Services Inc, selling non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Independent Financial Planners CorporationBroker
State Registrations17 states
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