Robert Derks is a registered investment advisor at LPL Financial LLC, based in West Bend, WI, 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
2125 W. Washington St., West Bend, WI, 53095
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 1992Other Business Activities
Robert operates Derks Investments Group, LLC as a DBA for his LPL business. This activity is investment-related and takes nearly all of Robert's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
Lake Geneva Investments, LTD.Broker
State Registrations13 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.