Brent Krumboltz
Brent Krumboltz is a registered investment advisor at LPL Financial LLC, based in Beardstown, IL, with 33 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
300 Washington St, Beardstown, IL, 62618
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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
Brent owns Krumboltz Farm, dedicating about a quarter of his time. He also serves as Command Sergeant Major in the Iowa National Guard, spending a few hours per week. Brent also works with non-variable insurance through United Life and Financial Partners Insurance Agency LLC, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Eagle One Investments, LLC
Eagle One Investments, LLCBroker
Investment Centers of America, INC.Broker
State Registrations16 states
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