Carey Koele
Carey Koele is a registered investment advisor at LPL Financial LLC, based in Zeeland, MI, 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
123 E. Main Ave., Zeeland, MI, 49464-1768
Get directionsHistory
Regulatory History (9)
Customer Dispute
January 2018Customer Dispute
March 2003Customer Dispute
March 2003Customer Dispute
December 2002Customer Dispute
December 2002Employment Separation After Allegations
October 2002Customer Dispute
October 2001Customer Dispute
February 2000Customer Dispute
September 1999Other Business ActivitiesSells Insurance
Carey sells long-term care insurance since 2003 and operates Koele Godfrey Investment Group, Inc. Carey also owns real estate rental properties, dedicating minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward JonesBroker
State Registrations37 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.