Andrew
Koistinen

Lpl Financial LLC

CRD#6350767
Investment Advisor
in Spearfish, SD

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About this Advisor

Andrew Koistinen is a financial advisor operating in Spearfish, South Dakota with 2 years of industry experience. Koistinen currently works for Lpl Financial LLC. Over the course of their career, Koistinen has held roles at Dakota Platics, Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Habitat For Humanity, Spearfish Chamber Of Commerce, Canyon Wealth Group LLC, Spearfish Optimist Club, Akh&H LLC and Lpl Financial LLC. Koistinen has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in South Dakota. Lpl Financial LLC is a firm that has its headquarters in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 employees. It oversees $368 billion in assets under management between its 1,688,501 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm offers a wide set 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 advisory fee schedules usually are based on the type of financial services. Fees billed by Lpl Financial LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

617 Dahl Road, Suite B
Spearfish, SD 57783

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

SD Average: 13
Total Number of Accounts

1,688,501

SD Average: 661
Average Account Size

$217,956

SD 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

Andrew Koistinen Work History

Andrew has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial LLC

2020 - 2021 (1 year)

Akh&H LLC

2019 - 2021 (2 years)

Spearfish Chamber Of Commerce

2019 - 2019 (< 1 year)

Canyon Wealth Group LLC

2019 - 2021 (2 years)

Spearfish Optimist Club

2017 - 2017 (< 1 year)

Habitat For Humanity

2015 - 2021 (6 years)

Various Insurance Carriers For W & R Insurance Agencies

2014 - 2021 (7 years)

Waddell & Reed, Inc

2005 - 2015 (10 years)

Dakota Platics

*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 Andrew Koistinen 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
Gerald Debenedictis
Summit, NJ
Robert Roar
Grayson, KY
Timothy Meyers
Wenatchee, WA
Michael Hodges
Fort Myers, FL
Paul Gross
Calabasas, CA
Scott Stambaugh
Chico, CA
Andrew Kastenholz
Menomonee Falls, WI

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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