Isabella Kowalczyk
Investment Adviser Representative at LPL Financial LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Isabella Kowalczyk is an investment adviser representative with LPL Financial LLC in Crown Point, IN, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Indiana.
Office
Advisors at this office: 18
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana
- Broker:
1 state or territory
Indiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Oak Partners, Inc.Jan 2024 – no end date reportedCrown Point, IN
- Indiana University BloomingtonSep 2023 – Jan 2024Bloomington, IN
- NordstromMay 2023 – Sep 2023Schererville, IN
- Indiana University BloomingtonMay 2022 – May 2023Bloomington, IN
- NordstromSep 2021 – May 2022Schererville, IN
- Jay Marie SalonFeb 2019 – Sep 2021Schererville, IN
- Indiana University NorthwestAug 2018 – Feb 2019Gary, IN
- DSWMar 2018 – Aug 2018Schererville, IN
- Indiana University NorthwestJan 2018 – Mar 2018Gary, IN
- Lake Central High SchoolJul 2015 – Jan 2018Saint John, IN
- LPL FinancialJan 2024 – no end date reportedCrown Point, IN
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LPL Financial LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 24,114
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Fort Mill, SC
- SEC file number:
- 801-10970
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
View full firm profileOther advisors at LPL Financial LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Isabella Kowalczyk has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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