Ralph Luchterhand
Ralph Luchterhand is a CFP-designated registered investment advisor at LPL Financial LLC, based in Mulino, OR, 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
Mulino, OR
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2022Other Business Activities
Ralph uses Jory Summit Inc as a business entity for tax/investment purposes, and acts in a fiduciary capacity for The Ralph E Luchterland Living Trust, dedicating minimal time to each. He also operates under the DBA Turning Point Wealth Partners for his LPL business and is involved in real estate rental through Victorian Summit, LLC, spending minimal time on the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, LLCBroker
State Registrations4 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.