Martin
Kulesza
Lpl Financial LLC
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About this Advisor
Martin Kulesza is a financial advisor operating in Las Vegas, Nevada with a total of 5 years of relevant experience. Kulesza is on the advisory team at Lpl Financial LLC. The advisor has gained experience at Bodies In Motion, Morgan Stanley Smith Barney, Merrill Lynch, Pierce, Fenner & Smith Inc, Morgan Stanley, Lpl Financial and Morgan Stanley & Co., Inc. Kulesza maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Nevada. Lpl Financial LLC is an advisory business operating out of Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 advisors. It handles $368 billion in total assets across its 1,688,501 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company offers a number 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 fee schedules typically are based on which service is provided. Fee types billed by Lpl Financial LLC most likely include 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
Martin Kulesza Work History
Martin has been registered as a financial advisor for 5 years.*
Lpl Financial
Merrill Lynch, Pierce, Fenner & Smith Inc
Morgan Stanley
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
Bodies In Motion
*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 Martin Kulesza 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
Ann Arbor, MI
Waukesha, WI
Chico, CA
Purchase, NY
Vienna, VA
Oldsmar, FL
Charlestown, MA
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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