John Gehlhaart
John Gehlhaart is a registered investment advisor at LPL Financial LLC, based in Germantown, WI, with 30 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
W188N9820 Appleton Ave, Germantown, WI, 53022
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 1999Other Business Activities
John operates under the DBA WaterStone Investment Services for his LPL business since 2018.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
LPL Financial LLC
LPL Financial LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Gehlhaart Financial Management, LLC
Liberty Investment Counsel, LTD.Broker
Jacobus Wealth Management INC
MML Investors Services, INC.Broker
M&i Brokerage Services, INC.Broker
Strong Investments, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations13 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.