Marilyn Struchen is a registered investment advisor at LPL Financial LLC, based in Cedar Rapids, IA, with 31 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
500 1st Ave Ne, Cedar Rapids, IA, 52401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marilyn operates under the DBA Cedar Rapids Investment Consulting for her LPL business since 2011. She also works as a trust administrative assistant at Cedar Rapids Bank & Trust Co., dedicating about half of her time to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Securities Corporation of IowaBroker
State Registrations31 states
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