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Robert Haddorff

43 Years of Experience
Edina, MN
3 DisclosuresBrokerSells Insurance

Robert Haddorff is a registered investment advisor at LPL Financial LLC, based in Edina, MN, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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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
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 · 4 yrs 10 mos
LPL Financial LLCBroker
July 2021 - Present · 4 yrs 10 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 Registrations41 states
ARAZCACODCDEFLGAIAIDILINKSLAMAMDMEMIMNMOMTNCNDNENJNMNVNYOHORPASCSDTNTXVAVTWAWIWVWY
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.