Bryan Bolten
Bryan Bolten is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Columbia, MO, 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
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 Registrations19 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.