Lawrence Warren is a registered investment advisor at Creative Planning, based in Bismarck, ND, with 38 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
4228 Boulder Ridge Road, Suite 5, Bismarck, ND, 58503
Get directionsHistory
Regulatory History (6)
Customer Dispute
February 2008Customer Dispute
August 2007Customer Dispute
March 2006Regulatory
July 2004Regulatory
October 2003Customer Dispute
February 2003Other Business Activities
Lawrence owns and operates multiple businesses, including a tax service (Liberty Tax Service), a commercial building, and a credit card processing company (Worldlynk Inc.). These activities appear to be business ownership and management roles.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Keystone Wealth Partners LLC
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
American Investors Group, INC.Broker
Offerman & CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.