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Louis Wasilewski

Advisor at LPL Financial

Updated today

Location

Hennepin, IL 61327

Credentials

Series 63, Series 66

Industry experience

26 years

About

Louis Wasilewski is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2017 and previously at Investment Centers Of America, Inc. from 2014 to 2017. Wasilewski also serves as an independent agent offering life, disability, and long-term care insurance as well as fixed annuities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with insurance and annuity product sales through an affiliated agency.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

126 E High St

Hennepin, IL 61327

Most active in

Illinois · Texas

Work history

LPL Financial

2017 - Present (9 years)

Investment Centers Of America, Inc.

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Andrea Brannon is a financial advisor at Cyr Financial Inc. with four years of industry experience. She holds the Series 65 designation and has been with Cyr Financial since 2012. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans by offering discretionary investment management alongside financial and estate-planning services. The firm uses proprietary investment models across various asset classes and provides ongoing planning, tax and accounting services, and estate document preparation.

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Caleb B

CFP®, ChFC®, Series 63

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Income planning
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CFA®

Hennepin, IL

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Active portfolio management Private / alternative investments Annuities General retirement planning
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Christian C

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Hennepin, IL

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