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Robert Kinnun

LPL Financial LLC
36 Years of Experience
Midland, MI
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Kinnun is a registered investment advisor at LPL Financial LLC, based in Midland, MI, with 36 years of industry experience. Robert 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

1509 B Washington Street, Midland, MI, 48640-5612

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History

Regulatory History (2)
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
May 2025
Denied
Judgment / Lien
August 2009
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is involved in several outside business activities, including a business entity for tax/investment purposes, real estate rental, and co-gallerist/curator at Center City Gallery. He also sells non-variable insurance and operates Kinnun & Company as a DBA for his LPL business, dedicating full-time hours to it.

Employment History
Current Registrations
LPL Financial LLC
January 2023 - Present · 3 yrs 9 mos
LPL Financial LLCBroker
January 2023 - Present · 3 yrs 9 mos
LPL Financial LLC
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Madison Avenue Securities, LLC
September 2010 - January 2023 · 12 yrs 4 mos
Madison Avenue Securities, LLCBroker
December 2006 - January 2023 · 16 yrs 1 mo
Valmark Securities, INC.Broker
March 2000 - December 2006 · 6 yrs 9 mos
AXA Advisors, LLCBroker
November 1989 - March 2000 · 10 yrs 4 mos
The Equitable Life Assurance Society of the United StatesBroker
November 1989 - January 2000 · 10 yrs 2 mos
State Registrations5 states
FLMINYTNTX
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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