Craig Lenhard
Craig Lenhard is a registered investment advisor at LPL Financial LLC, based in Grosse Pointe Woods, MI, with 35 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
19810 Mack Avenue, Grosse Pointe Woods, MI, 48236-2506
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2001Other Business ActivitiesSells Insurance
Craig is involved in several business activities, including Lenhard Financial Services (DBA for LPL business), BTC Investments, Double Eagle Realty LLC, T&C Realty LLC, Westchester Realty, and Houston Realty. He also sells health and life insurance, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations7 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.