Bruce Zirpel
Bruce Zirpel is a CFP-designated registered investment advisor at LPL Financial LLC, based in Omaha, NE, with 33 years of industry experience. Bruce 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
1819 N 169th Plz Ste B, Omaha, NE, 68118
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2012Other Business ActivitiesSells Insurance
Bruce operates his LPL business through Financial Results Group, LLC, dedicating full-time hours to it. He also engages in insurance sales, spending a few hours per week, and has real estate rental properties.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations8 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
More Advisors
- Thomas McdonaldLPL Financial LLC
- Peter BolayLPL Financial LLC
- Marshall Egermier, CFPLPL Financial LLC
- Gary Hess, CFPLPL Financial LLC
- Mark Egermier, CFPLPL Financial LLC
- Patrick Ricketts, CFPLPL Financial LLC