BB
BB

Brett Bayer

32 Years of Experience
Schuyler, NE
BrokerSells Insurance

Brett Bayer is a registered investment advisor at LPL Financial LLC, based in Schuyler, NE, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

216 E 12th St, Schuyler, NE, 68661

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brett has been involved with non-variable insurance since 1991, dedicating about 10-20% of his time. He also operates under the DBA Bayer & Associates for his LPL business and owns commercial and farm rental properties.

Employment History
Current Registrations
LPL Financial LLC
February 2020 - Present · 6 yrs 3 mos
LPL Financial LLC
February 2020 - Present · 6 yrs 3 mos
LPL Financial LLCBroker
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
July 1997 - February 2020 · 22 yrs 7 mos
Cetera Advisor Networks LLCBroker
February 1994 - February 2020 · 26 yrs
State Registrations14 states
AZCOGAIAKSMIMNMONEOKPASDTXUT
AdvisorBrokerBoth

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
No exam information available for this advisor.
Brett Bayer - Financial Advisor | TrueAdvisor