John Ehardt
John Ehardt is a CFP-designated registered investment advisor at LPL Financial LLC, based in Traverse City, 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
1925 Coral Lane, Traverse City, MI, 49686
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Regulatory History (1)
Customer Dispute
July 2011Other Business ActivitiesSells Insurance
John sells non-variable insurance products and owns rental real estate. He also operates his LPL business through Advanced Financial Group, Inc., and has a marketing agreement with Penn Mutual for IUL policies.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations41 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.