Kevin Jarchow
Kevin Jarchow is a registered investment advisor at LPL Financial LLC, based in Grand Haven, MI, with 34 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
201 S Beacon Blvd., Grand Haven, MI, 49417
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2007Customer Dispute
August 2002Employment Separation After Allegations
April 1999Other Business ActivitiesSells Insurance
Kevin operates under the DBA West Michigan Wealth Management, LLC since 2005. He is also a managing member of Summit Professional Business Services, LLC, spending minimal time on this activity, and an insurance agent for Insphere Insurance Solutions, Inc., dedicating about 10-20% of his time to insurance sales.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Comercia Securities
Comerica SecuritiesBroker
CUNA Brokerage Services, INC.Broker
Abn Amro Investment Services, INC.Broker
Natcity Investments, INC.Broker
First of America Brokerage Service, INC.Broker
First of Michigan CorporationBroker
White Securities, INC.Broker
M.L. Stern & CO. INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Chatfield Dean & CO., INC.Broker
The Stuart-James Company, IncorporatedBroker
State Registrations4 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.