Keith Burck is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Fargo, ND, with 39 years of industry experience. Keith is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
520 Main Ave, Fargo, ND, 58103
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 Activities
Keith operates under the DBA Bell Investments for his LPL business since 2019. He also owns a business since 2022, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Infinex Investments, INC.Broker
Link Investment Services, INC.Broker
Alerus Securities CorporationBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations26 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.
Exams
More Advisors
- Tye Korbl, CFPLPL Financial LLC
- Paul MeyersLPL Financial LLC
- Todd Olson, CFPLPL Financial LLC
- Michelle FelandLPL Financial LLC
- Christopher BirminghamLPL Financial LLC
- John KuhnLPL Financial LLC