Robert Leibrich is a CFP-designated registered investment advisor at LPL Financial LLC, based in Sheridan, WY, with 38 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
16 South Main St, Sheridan, WY, 82801
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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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Robert is involved in several outside business activities. These include being a member of the Knights of Columbus, the sole trustee for the Kenneth E Leibrich Irrevocable Trust, a DBA for LPL business, a board member for the Wyoming Retirement System, and a Vice-President and Wealth Advisor for First Interstate Bank, taking about half of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Fintegra, LLCBroker
Afs Brokerage, INC.Broker
Cfs Brokerage CORP.Broker
Aegon USA Securities INC.Broker
Northern Trust Brokerage, INC.Broker
State Registrations17 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.