Geoffrey Sadek, financial advisor Ada MI
89 score

Geoffrey Sadek

CRD Number: 6062867
Current Firm: Lpl Financial LLC

Geoffrey Sadek (CRD# 6062867) is an Investment Advisor Representative working at Lpl Financial LLC in Ada, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Ada, MI Dec 2014 - Current 2
Pnc Investment Grand Rapids, MI Sep 2012 - Dec 2014 2
Northwestern Mutual Investment Services, LLC Grand Rapids, MI Jun 2012 - Sep 2012 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2012 - Sep 2012 < 1
Merrill Lynch Grand Rapids, MI Feb 2012 - May 2012 < 1
Grand Valley State University Allendale, MI Aug 2009 - May 2012 2
Animal Emergency Hospital Of West Michigan Grand Rapids, MI Mar 2010 - Mar 2012 2
Grand Valley State University Allendale, MI Aug 2005 - Dec 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Geoffrey C. Sadek
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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