Rodney Loesch
Rodney Loesch is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lees Summit, MO, 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
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
1741 NE Douglas St Ste 100, Lees Summit, MO, 64086
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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
Rodney operates LifeGoals Strategies Group as a DBA for his LPL business, and is the owner/photographer for Loesch Photography and owner of Loesch & Associates Inc., but dedicates no time to these activities. He is also a member of Mid-Missouri Group LLC for tax/investment purposes only and spends minimal time at an insurance agency.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
The Variable Annuity Marketing CompanyBroker
H.D. Vest Investment Securities, INC.Broker
Investors Brokerage Services, INC.Broker
Ids Marketing CorporationBroker
State Registrations20 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.