Betty Albitz, financial advisor Bloomington MN

Betty Albitz

CRD Number: 1350226
Current Firm: Lpl Financial LLC

Betty Albitz (CRD# 1350226) is an Investment Advisor Representative working at Lpl Financial LLC in Bloomington, MN and has over 38 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Bloomington, MN Nov 2017 - Current 6
Betty Albitz Edina, MN Jan 1998 - Current 26
Integrated Inc. Edina, MN May 1985 - Current 38
National Planning Corporation El Segundo, CA Apr 2016 - Nov 2017 1
Reliastar Edina, MN Sep 2014 - Apr 2016 1
Voya Financial Advisors Des Moines, IA Sep 2014 - Apr 2016 1
Ing Financial Partners Des Moines, IA Jan 2004 - Sep 2014 10
Ing Reliastar Life Ins Co Edina, MN Feb 1995 - Sep 2014 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
S65 NASAA Investment Advisors Law Examination Jul 1996
Contact Info for Betty J. Albitz
Phone Number: 704-733-3300
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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, WY

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