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Paul Krumenacker

33 Years of Experience
Doylestown, PA
1 DisclosureBrokerSells Insurance

Paul Krumenacker is a registered investment advisor at LPL Financial LLC, based in Doylestown, PA, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

100 E Court St, Doylestown, PA, 18901

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History

Regulatory History (1)
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
December 2010
Denied
Other Business ActivitiesSells Insurance

Paul operates under two DBAs for his LPL business: Gladstone Wealth Partners and Wealth Advisory Services. He also has involvement with Book of Brokers (non-variable insurance), SIC Landis LLC, and Zero Negative (a lifestyle brand), dedicating minimal time to the latter two.

Employment History
Current Registrations
LPL Financial LLC
September 2021 - Present · 4 yrs 10 mos
LPL Financial LLCBroker
September 2021 - Present · 4 yrs 10 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
May 2016 - October 2021 · 5 yrs 5 mos
Raymond James Financial Services, INC.Broker
May 2016 - October 2021 · 5 yrs 5 mos
Wealth Advisory Services, INC.
April 2004 - December 2021 · 17 yrs 8 mos
LPL Financial LLCBroker
May 2003 - May 2016 · 13 yrs
Prudential Securities IncorporatedBroker
May 1999 - May 2003 · 4 yrs
Painewebber IncorporatedBroker
May 1997 - June 1999 · 2 yrs 1 mo
Prudential Securities IncorporatedBroker
November 1993 - May 1997 · 3 yrs 6 mos
Prudential-Bache Securities INC.Broker
February 1989 - February 1990 · 1 yr
State Registrations36 states
ARAZCACOCTDCDEFLGAHIINKSKYLAMAMDMIMOMSNCNHNJNMNVNYOHOKPASCTNTXUTVAVTWIWV
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.
Paul Krumenacker - Financial Advisor | TrueAdvisor