Jared Brefczynski, financial advisor Oshkosh WI
93 score

Jared Brefczynski

CRD Number: 5890121
Current Firm: Lpl Financial LLC

Jared Brefczynski (CRD# 5890121) is an Investment Advisor Representative working at Lpl Financial LLC in Oshkosh, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Oshkosh, WI Feb 2011 - Current 5
Algoma Financial Group Oshkosh, WI Sep 2010 - Current 6
The Experimental Aircraft Association Oshkosh, WI Jun 2006 - Aug 2010 4
Altra Federal Credit Union La Crosse, WI Sep 2009 - Jun 2010 < 1
University Of Wisconsin La Crosse La Crosse, WI Aug 2008 - Jun 2009 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2011
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Jared M. Brefczynski
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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