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Andrew Dittberner

LPL Financial LLC
35 Years of Experience
St. Charles, MO
1 DisclosureBroker
View SEC Summary
View SEC Summary

Andrew Dittberner is a registered investment advisor at LPL Financial LLC, based in St. Charles, MO, with 35 years of industry experience. Andrew 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3329-1 Domain St., St. Charles, MO, 63301

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2020
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Andrew operates Domain Street Financial Services as a DBA for his LPL business. He also owns and rents out real estate, dedicating minimal time to some properties and about 10-20% of his time to another. Finally, Andrew owns a Christmas tree seedling business, spending about 10-20% of his time on it.

Employment History
Current Registrations
LPL Financial LLC
April 2008 - Present · 18 yrs 6 mos
LPL Financial LLCBroker
July 2007 - Present · 19 yrs 3 mos
Previous Registrations
A. G. Edwards & Sons, INC.Broker
November 1995 - August 2007 · 11 yrs 9 mos
Edward D. Jones & CO., L.P.Broker
May 1993 - December 1995 · 2 yrs 7 mos
John Hancock Distributors, INC.Broker
January 1992 - May 1993 · 1 yr 4 mos
John Hancock Mutual Life Insurance CompanyBroker
January 1992 - May 1993 · 1 yr 4 mos
Stifel, Nicolaus & Company, IncorporatedBroker
October 1991 - November 1991 · 1 mo
Hibbard Brown & CO., INC.Broker
February 1991 - October 1991 · 8 mos
State Registrations7 states
CAFLILMIMOTNWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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