Jeffrey Hagen
Jeffrey Hagen is a CFP-designated registered investment advisor at LPL Financial LLC, based in Stillwater, MN, 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
Stillwater, MN
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2005Other Business Activities
Jeffrey operates under the DBA Manifest Destinies for his LPL business since 2005. He is also the treasurer and a board member of St Johns Home Corp and forwards advertising to Producer's Insight, spending minimal time on each activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 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.