Joseph Westrup
Joseph Westrup is a CFP-designated registered investment advisor at LPL Financial LLC, based in New Brighton, MN, with 36 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
708 Cleveland Ave SW Ste 200, New Brighton, MN, 55112
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2004Customer Dispute
April 2003Other Business Activities
Joseph operates Westrup Wealth as a DBA for his LPL business. He dedicates about 10-20% of his time to this activity, including 6.5 hours during trading hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.
Financial Dimensions Group, INC.
Financial Dimensions Group, INC.
Osaic Wealth, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Mutual Service CorporationBroker
State Registrations10 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.