Dennis Starbuck
Dennis Starbuck is a CFP-designated registered investment advisor at LPL Financial LLC, based in Kalamazoo, MI, 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
4000 S Sprinkle Road, Kalamazoo, MI, 49001
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2005Regulatory
February 1988Judgment / Lien
October 1986Other Business ActivitiesSells Insurance
Dennis is involved in several business activities, including Wealth Preservation Center LLC (seminars and DBA), Plan 4 Financial Design LLC (DBA), and Starbuck Properties LLC. He also offers non-variable insurance as part of Plan 4 Financial Design services, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Spc
Sigma Financial CorporationBroker
Cetera Advisors LLC
Multi-Financial Securities Corporation
Cetera Advisors LLCBroker
Questar Capital CorporationBroker
Harbour Investments, INC.Broker
Intersecurities, INC.Broker
Pw Securities, INC.Broker
State Registrations8 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.