Samuel F Zabkowicz
Investment adviser representative at LPL Enterprise, LLC
11 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaJan 2023 to now
- Pruco Securities LLCJan 2023 to Nov 2024
- Drake & Associates, LLCMay 2021 to Jan 2023
- Us Bancorp InvestmentsDec 2018 to May 2021
- Ch CoakleyOct 2018 to Dec 2018
- Edward JonesJun 2018 to Sep 2018
- SpartannashOct 2017 to Jun 2018
- UnemployedJul 2017 to Sep 2017
- Baker Tilly Virchow Krause, LLPJan 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (WI).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6960889
- Firm CRD
- 8733