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Craig Jarvinen

LPL Financial LLC
25 Years of Experience
Edina, MN
3 DisclosuresBroker
View SEC Summary
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Craig Jarvinen is a registered investment advisor at LPL Financial LLC, based in Edina, MN, with 25 years of industry experience. Craig 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

7760 France Ave S Ste 1100, Edina, MN, 55435

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History

Regulatory History (3)
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.
Financial
May 2017
Final
Financial
May 2017
Final
Employment Separation After Allegations
April 2010
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Craig operates under the DBA Preferred Resource Group for his LPL business since 2022. This entity is investment-related.

Employment History
Current Registrations
LPL Financial LLC
October 2022 - Present · 4 yrs
LPL Financial LLCBroker
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
December 1988 - May 2010 · 21 yrs 5 mos
Ids Life Insurance CompanyBroker
December 1988 - July 2006 · 17 yrs 7 mos
State Registrations2 states
MNOR
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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