Kurt Schroeder
Kurt Schroeder is a CFP-designated registered investment advisor at LPL Financial LLC, based in Hackettstown, NJ, with 35 years of industry experience. Kurt 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
Hackettstown, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kurt sells and services fixed life and health insurance since 2012, dedicating minimal time to it. He is also a registered investment advisor with Private Portfolio Partners LLC, spending about a quarter of his time, and a registered representative with LPL Financial, spending about half his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Private Portfolio Partners, LLC
Insight Private Advisors, LLC
LPL Financial LLC
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Royal Alliance Associates, INC.Broker
The Investment Center, INC.Broker
American General Securities IncorporatedBroker
Uslife Equity Sales CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations6 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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