Wendi
Svitak

Lpl Financial LLC

CRD#6604185
Investment Advisor
in Geneva, IL

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About this Advisor

Wendi Svitak is a financial advisor who is based in Geneva, Illinois. Currently an investment advisor at Lpl Financial LLC, Svitak has 10 years of work experience as a financial advisor. Svitak holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Svitak is registered to serve investors in Illinois. Their career trajectory has included roles at Morgan Stanley, Oakbrook Investments, LLC, Lpl Financial, LLC and The Retirement Network LTD. Lpl Financial LLC is headquartered in Geneva, Illinois, and operates out of 9,519 additional offices across the country. Overall, Lpl Financial LLC oversees $208 billion in assets throughout 892,326 accounts and employs more than 23,035 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the country. The firm manages 890,301 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 28% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Lpl Financial LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

423 Williamsburg Ave
Geneva, IL 60134

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

IL Average: $646,059,043
Total Number of Employees

23,035

IL Average: 13
Total Number of Accounts

892,326

IL Average: 661
Average Account Size

$232,867

IL Average: $977,396

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Wendi Svitak Work History

Wendi has 10 years of experience.

2019 - Present (3 years)

Lpl Financial, LLC

2019 - 2019 (< 1 year)

The Retirement Network LTD

2016 - 2019 (3 years)

Morgan Stanley

2010 - 2016 (6 years)

Oakbrook Investments, LLC

Disclosures

Wendi Svitak has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Ernest Escobar
Mahwah, NJ
John Lewis
Moscow, PA
Richard Gankofskie
Kennesaw, GA
Robert Stanley
Scranton, PA
Jody James
Lewiston, ME
William Pretory
Basking Ridge, NJ
Hugh Coonrod
Naperville, IL

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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