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CFP
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CFP

Hugh Coonrod

LPL Financial LLC
42 Years of Experience
Naperville, IL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Hugh Coonrod is a CFP-designated registered investment advisor at LPL Financial LLC, based in Naperville, IL, with 42 years of industry experience. Hugh 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

1250 E Diehl Road, Suite 101, Naperville, IL, 60563

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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

Hugh is the sole owner/employee of Coonrod Financial Services, offering securities and insurance products. He dedicates minimal time to non-variable insurance through local agencies.

Employment History
Current Registrations
LPL Financial LLCBroker
March 2003 - Present · 23 yrs 7 mos
LPL Financial LLC
March 2003 - Present · 23 yrs 7 mos
Previous Registrations
Transamerica Financial Advisors, INC.
June 2001 - March 2003 · 1 yr 9 mos
Transamerica Financial Advisors, INC.Broker
May 1990 - March 2003 · 12 yrs 10 mos
Transamerica Securities Sales CorporationBroker
May 1990 - July 1995 · 5 yrs 2 mos
Planner's Independent Management, INC.Broker
September 1989 - May 1990 · 8 mos
The Planner's Securities Group, INC.Broker
July 1989 - August 1989 · 1 mo
Integrated Resources Equity CorporationBroker
May 1989 - July 1989 · 2 mos
Planner's Independent Management, INC.Broker
May 1984 - May 1990 · 6 yrs
Financial Planners Equity CorporationBroker
January 1984 - April 1984 · 3 mos
State Registrations8 states
AZCOFLIAILINMIWI
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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