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Robert Haddorff

LPL Financial LLC
44 Years of Experience
Edina, MN
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Robert Haddorff is a registered investment advisor at LPL Financial LLC, based in Edina, MN, with 44 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7701 France Ave S, Ste 400, Edina, MN, 55435

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2021
Closed-No Action
Customer Dispute
January 2017
Denied
Customer Dispute
January 2016
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is an insurance agent selling insurance through various carriers since 1982 and a partner in The Haddorff Team. He also serves as president of the Haddorff Family Foundation, a non-profit organization, dedicating minimal time to it.

Employment History
Current Registrations
LPL Financial LLC
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Waddell & Reed
July 2013 - July 2021 · 8 yrs
Waddell & Reed, INC.
January 2000 - December 2005 · 5 yrs 11 mos
Waddell & ReedBroker
July 1982 - July 2021 · 39 yrs
State Registrations42 states
ALARAZCACODCDEFLGAIAIDILINKSLAMAMDMEMIMNMOMTNCNDNENJNMNVNYOHORPASCSDTNTXVAVTWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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