Aaron Brandt is a registered investment advisor at LPL Financial LLC, based in Minnetonka, MN, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
10900 Wayzata Blvd, Suite 270, Minnetonka, MN, 55305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron is involved in several investment-related businesses, including Exeter Wealth Management, Great Valley Advisor Group, Fitch & Strong Group, PeakHaven Asset Management, and Innovative Planning Group. He is also the Vice President of IPG Risk Management, LLC, and involved with Lakeside Guard Insurance, dedicating minimal time to the latter.
Employment History
Current Registrations
LPL Financial LLC
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations10 states
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