Carey Koele
Carey Koele is a registered investment advisor at LPL Financial LLC, based in Zeeland, MI, with 33 years of industry experience. Carey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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.
Exams
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