Gerhardt Buenning
Gerhardt Buenning is a registered investment advisor at LPL Financial LLC, based in Golden, CO, with 44 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
14143 Denver West Pkwy Ste 450, Golden, CO, 80401
Get directionsHistory
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
Gerhardt has a non-variable insurance business since 2004, and a DBA called Colorado Financial Group since 2005. He also dedicates full-time hours to Western Wealth Advisors, LLC, a DBA for LPL business, and spends about 10-20% of his time providing investment advisory services to Western Wealth Management, LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Western Wealth Management LLC
Western Wealth Management LLC
Meridian Wealth Management LLC
LPL Financial LLC
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
CUNA Brokerage Services, INC.Broker
Century Investors of America, INC.Broker
State Registrations2 states
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.