Rodney Horelka
Rodney Horelka is a registered investment advisor at LPL Financial LLC, based in New Braunfels, TX, with 32 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
162 W. Mill Street, New Braunfels, TX, 78130
Get directionsHistory
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
Rodney is involved with Horelka Investment Services Inc, taking about half of his time, and 4LIFE Wealth Advisors, dedicating full-time hours. He also engages in real estate rental activities through multiple entities and spends about 10-20% of his time on non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Proequities, INC.Broker
Fiserv Investor Services, INC.Broker
Investment Professionals, INC.Broker
Essex National Securities, INC.Broker
Liberty Securities CorporationBroker
Victoria Securities CorporationBroker
State Registrations12 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.