Andrew Starosta, financial advisor Oak Creek WI
83 score

Andrew Starosta

CRD Number: 1866755
Current Firm: Lpl Financial LLC

Andrew Starosta (CRD# 1866755) is an Investment Advisor Representative working at Lpl Financial LLC in Oak Creek, WI and has over 23 years of experience in the finance industry.

Similar Advisors
David Jordan, financial advisor Oak Creek WI
David P. Jordan
CRD# 2348335
Jordan Financial Life Planning
Score
103
Similar Advisors
Justus Morgan, financial advisor Oak Creek WI
Justus Morgan
CRD# 4697511
Financial Service Group Inc.
Score
103
Similar Advisors
Scott Wellens, financial advisor Oak Creek WI
Scott W. Wellens
CRD# 5923727
Fortress Planning Group
Score
103
Company Name Location Dates Years
Lpl Financial LLC Oak Creek, WI Oct 2011 - Current 5
Landmark Credit Union New Berlin, WI Oct 2011 - Current 5
Primevest Financial Services Greenfield, WI Nov 2010 - Oct 2011 < 1
Abacus Investments Watertown, WI Jun 2010 - Nov 2010 < 1
J.w. Cole Financial West Allis, WI Sep 2009 - May 2010 < 1
Jonathan Roberts Advisory Group, Inc. Tampa, FL Sep 2009 - May 2010 < 1
Chase Investment Services Corp Bristol, WI Oct 2008 - Aug 2009 < 1
The O.n. Equity Sales Company Cincinnati, OH Apr 2006 - Oct 2008 2
Ohio National Financial Services Cincinnati, OH Feb 2006 - Oct 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
S66 NASAA Uniform Combined State Law Examination Nov 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Andrew G. Starosta
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • WI
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

Ready to hire a financial advisor? Get competitive proposals from Andrew Starosta and other advisors.
BADGES
83

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.