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Robert Kransberger

LPL Financial LLC
39 Years of Experience
Yakima, WA
2 DisclosuresBroker
View SEC Summary
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Robert Kransberger is a registered investment advisor at LPL Financial LLC, based in Yakima, WA, with 39 years of industry experience. Robert 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Yakima, WA

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2001
Settled
Customer Dispute
March 1996
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert operates under the DBA Kransberger Investment Services for his LPL business since 2019. This activity is investment-related.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2019 - Present · 6 yrs 11 mos
LPL Financial LLC
November 2019 - Present · 6 yrs 11 mos
Previous Registrations
Ameriprise Financial Services, INC.
February 2011 - November 2019 · 8 yrs 9 mos
Ameriprise Financial Services, INC.Broker
February 2011 - November 2019 · 8 yrs 9 mos
Oppenheimer & CO. INC.
November 2007 - March 2011 · 3 yrs 4 mos
Oppenheimer Asset Management
April 2003 - November 2007 · 4 yrs 7 mos
Oppenheimer & CO. INC.Broker
January 2003 - March 2011 · 8 yrs 2 mos
Fahnestock Asset Management
January 2003 - April 2003 · 3 mos
Cibc World Markets CORP.Broker
May 1999 - January 2003 · 3 yrs 8 mos
Cibc World Markets CORP.
May 1999 - January 2003 · 3 yrs 8 mos
Painewebber IncorporatedBroker
January 1995 - May 1999 · 4 yrs 4 mos
Kidder, Peabody & CO. IncorporatedBroker
January 1991 - January 1995 · 4 yrs
Smith Barney, Harris Upham & CO., IncorporatedBroker
July 1987 - January 1991 · 3 yrs 6 mos
State Registrations4 states
CAILPAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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