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Steven Kajala

Advisor at LPL Enterprise — Cook, MN North River Street

Updated today

Credentials

Series 66

Experience

22 years

Location

Cook, MN 55723

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,115

Across 863 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

Steven Kajala is a financial advisor with LPL Enterprise, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Morgan Stanley, and Merrill. Kajala serves as Chair of the Virgie Hegg Hospice Foundation and is president of the Cook Lions Club. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a focus on providing access to third-party asset managers and affiliated insurance products.

Client services

Based on LPL Enterprise

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

Expertise

Based on LPL Enterprise

Tax-loss harvesting

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Fee options

Fixed

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

Commissions

Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.

Location

See office

Cook, MN North River Street

5 North River Street

Cook MN 55723

Advisors at this office

2

Most active in

Minnesota

Work history

22 years of industry experience

LPL Enterprise

2024 - Present • 2 years

Cook, MN

Prudential Insurance Company of America

2018 - Present • 8 years

Cook, MN

Pruco Securities, LLC.

2018 - 2024 • 6 years

Cook, MN

Various Insurance Carriers For W&R Insurance Agencies

2015 - 2018 • 3 years

Cook, MN

Waddell & Reed, Inc

2015 - 2018 • 3 years

Bloomington, MN

Kajala Cabin Rental

2015 - 2024 • 9 years

Cook, MN

Morgan Stanley

2009 - 2015 • 6 years

Morgan Stanley & Co. LLC

2008 - 2009 • 1 year

St. Paul, MN

Merrill

2005 - 2008 • 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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Dean S

Series 63, Series 66

Cook, MN

Secure Asset Management, L.L.C.

Dean Salminen is a financial advisor with Secure Asset Management, L.L.C., holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior work includes roles at Range Financial LLC and Western International Securities, Inc. He serves on the boards of Associated Contract Loggers & Truckers and Vermilion Fairways, and is a partner in BSDS Management, a company managing a golf course in Cook, Minnesota. Secure Asset Management primarily serves individual clients, including both non‑high-net-worth and high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis along with third-party money managers and manages held-away employer accounts through a third-party platform.

Income planning Options & derivatives strategies
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Alyssa M

Series 66

Cook, MN

LPL Enterprise

Alyssa Mundle Johnson is a financial advisor at LPL Enterprise with one year of industry experience. She holds a Series 66 designation and previously worked at Elevance Health and Aerotek. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and various insurance and lending services through affiliated entities.

Tax-loss harvesting
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