Bryan Bolten
Bryan Bolten is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Columbia, MO, with 39 years of industry experience. Bryan 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
2310 Forum Blvd, Ste C, Columbia, MO, 65203
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2005Other Business ActivitiesSells Insurance
Bryan operates Forum Advisory Services, LLC as a DBA for his LPL business and is also an agent selling life, annuity, long-term care, and disability insurance, dedicating about 10-20% of his time to insurance sales. He also has ownership in several LLCs for tax/investment purposes and real estate rentals, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations20 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
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