Brent
Mowinski
Lpl Financial LLC
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About this Advisor
Brent Mowinski is a certified financial planner based out of Okemos, Michigan who has 2 years of industry experience. Mowinski is an advisor for Lpl Financial LLC. Mowinski has gained experience at Ing Financial Partners, Inc, Jacobs Insurance, Mowinski Financial, LLC, Voya Financial Advisors and Lpl Financial LLC. Mowinski maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Michigan and Texas. Lpl Financial LLC is a financial advisory business that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 advisors. It manages $368 billion in total assets among its 1,688,501 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are associated with high-net-worth clients who have at least $1 million in investable assets. Lpl Financial LLC performs a diverse array of services, such as 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 advisory fees typically vary depending on which services the firm provides the client. However, fee types billed by Lpl Financial LLC may include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Brent Mowinski Work History
Brent has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Jacobs Insurance
Mowinski Financial, LLC
Voya Financial Advisors
Ing Financial Partners, Inc
*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 Brent Mowinski 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
Fort Mill, SC
Venice, FL
Naperville, IL
Exton, PA
Buffalo, NY
Torrance, CA
Kaukauna, WI
Vienna, VA
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.
