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CFP

Ronald Eckloff

LPL Financial LLC
43 Years of Experience
Kearney, NE
BrokerSells Insurance
View SEC Summary
View SEC Summary

Ronald Eckloff is a CFP-designated registered investment advisor at LPL Financial LLC, based in Kearney, NE, with 43 years of industry experience. Ronald 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
—
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Location

5402 N Avenue, Kearney, NE, 68847

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Ronald is involved in several real estate rental businesses and a DBA for his LPL Financial business. He also has a business related to non-variable insurance, and another business called CASA.

Employment History
Current Registrations
LPL Financial LLC
October 2022 - Present · 4 yrs
LPL Financial LLCBroker
October 2022 - Present · 4 yrs
Previous Registrations
Securities America Advisors, INC.
May 2002 - October 2022 · 20 yrs 5 mos
Securities America, INC.Broker
September 1997 - October 2022 · 25 yrs 1 mo
Invest Financial CorporationBroker
March 1986 - September 1997 · 11 yrs 6 mos
Comfed Capital CorporationBroker
June 1983 - March 1986 · 2 yrs 9 mos
State Registrations14 states
ARAZCOIAKSMIMNMONENVOKSDTXWY
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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