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. Jeffrey 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
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.
Exams
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