David Kellin
David Kellin is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Grand Rapids, MN, 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
415 SE 13th St Ste 200, Grand Rapids, MN, 55744
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Regulatory History (1)
Customer Dispute
September 2021Other Business ActivitiesSells Insurance
David works as an agent/broker for North Star Consultants & North Star Brokerage, focusing on fixed insurance sales since 2011. This activity takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Securian Financial Services, INC.
Cri Securities, LLC
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
Consolidated Resources, INC.Broker
State Registrations2 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.