Douglas Pfeifer is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Lincoln, NE, with 37 years of industry experience. Douglas 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 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
7580 S 57th St Suite 200, Lincoln, NE, 68516-0000
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2017Other Business Activities
Douglas is involved in several businesses, including a healthy snack vending service, an RV rental business, and VictoryQuest LLC, an outdoor adventure obstacle course. He dedicates minimal time to each of these ventures.
Employment History
Current Registrations
Edward JonesBroker
Edward Jones
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wall Street Investor ServicesBroker
G. R. Phelps & CO., INC.Broker
Amev Investors, INC.Broker
State Registrations33 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.
Exams
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