Robert Cruise is a registered investment advisor at LPL Financial LLC, based in Columbus, NE, with 31 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
4213 38th St Ste 100, Columbus, NE, 68601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is involved in several business activities, including real estate rental, tax preparation/accounting, and entities related to his LPL business. He dedicates nearly full-time hours to Cruise & Associates, Inc. and about a quarter of his time to C&A Financial, LLC, with minimal time spent on MDT, LLC and a few hours per week on the other activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Vestax Securities CorporationBroker
H.D. Vest Investment Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Triple Check Financial Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations21 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.