Craig Jergenson
Craig Jergenson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Maple Grove, MN, with 41 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
11670 Fountains Dr Ste 200, Office 228, Maple Grove, MN, 55369
Get directionsHistory
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
Craig is involved with Life Brokerage Producers Group and Life Brokerage Fin Group, both dealing with non-variable insurance products. He also operates Coach Craig Financial Group, LLC as a DBA for his LPL business, dedicating full-time hours to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Intersecurities, INC.Broker
Ssn Advisory, INC.
Securities Service Network, INC.Broker
Intersecurities, INC.Broker
Fsc Securities CorporationBroker
Ffp Securities, INC.Broker
Vsr Financial Services, INC.Broker
Nwnl Management CorporationBroker
Cna Investor Services, INC.Broker
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
State Registrations7 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.