David Kroeninger
David Kroeninger is a registered investment advisor at LPL Financial LLC, based in Menomonee Falls, WI, 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
Menomonee Falls, WI
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Regulatory History (1)
Customer Dispute
March 2010Other Business ActivitiesSells Insurance
David is involved in tax preparation, accounting, and CPA services since 2000, representing 1% of his time. Since 2019, he has also worked as an agent for life and fixed insurance, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Advisor Alliance, LLC
Waddell & Reed
Waddell & ReedBroker
State Registrations11 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.