Joshua
Kozel

Lpl Financial LLC

CRD#5185998
Investment Advisor
in Valparaiso, IN

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About this Advisor

Joshua Kozel is a financial advisor based out of Valparaiso, Indiana who has 12 years of relevant experience. Kozel is on the advisory team at Lpl Financial LLC. They have spent their whole time as a financial advisor at Lpl Financial Llc. Kozel holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Indiana. Lpl Financial LLC is a financial advisory company operating out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 people on staff. It manages $368 billion in assets under management between its 1,688,501 accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are held by high-net-worth individuals who have greater than $1 million in assets. The business offers a number of services, including 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. Financial management fees vary depending on the type of services offered. However, fees billed by Lpl Financial LLC most likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

12 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

Office Location

105 Lincolnway Ste 205
Valparaiso, IN 46383-5637

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

IN Average: 13
Total Number of Accounts

1,688,501

IN Average: 661
Average Account Size

$217,956

IN Average: $977,396

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

Joshua Kozel Work History

Joshua has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Lpl Financial LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joshua Kozel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jordan Hopp
Waukesha, WI
John Molinelli
Trenton, NJ
Kristi Johnson
Fort Mill, SC
Gary Mesko
Sarasota, FL
Stephen Martin
Birmingham, AL
Zakaria Fourari
Safety Harbor, FL
Thomas Mercer
Seattle, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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