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Alycemay Quastad

Advisor at LPL Financial

Updated today

Location

Marshalltown, IA 50158

Credentials

Series 66

Industry experience

13 years

About

Alycemay Quastad is a financial advisor with LPL Financial and holds a Series 66 designation. She has 13 years of industry experience, including roles at Great Western Bank, SagePoint Financial, and Central Iowa Capital Advisors. In addition to her advisory work, she is a commissioned public notary. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, banks, credit unions, and other institutions through a nationwide network of over 21,800 investment adviser representatives. The firm offers a range of investment programs and solutions while managing more than $819 billion in advisory assets.

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

25 S Center St

Marshalltown, IA 50158

Most active in

Iowa

Work history

Central Iowa Capital Advisors

2022 - Present (4 years)

LPL Financial

2022 - Present (4 years)

SagePoint Financial

2014 - 2017 (3 years)

Great Western Bank

2010 - 2022 (12 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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