John Volden is a registered investment advisor at LPL Financial LLC, based in Annandale, MN, with 37 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
40 Chestnut St W, Annandale, MN, 55302
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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.
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John operates Lake Central Investment Services and Lake Central Investments as DBAs for his LPL business, starting in 2020 and 2023 respectively. He dedicates all of his time to the first DBA and minimal time to the second.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Edward JonesBroker
Edward JonesBroker
American Enterprise Investment Services INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Granite Investment Services, INC.Broker
Primevest Financial Services, INC.Broker
Ziegler Thrift Trading, INC.Broker
American Express Financial Advisors INC.Broker
Ids Securities CORP.Broker
Equity Securities Trading CO., INC.Broker
Robert S. C. Peterson, INC.Broker
State Registrations6 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.