Jeffrey Colln is a CFP-designated registered investment advisor at LPL Financial LLC, based in Ogden, UT, with 30 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
204 Historic 25th St, Ogden, UT, 84401-2683
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Regulatory History (1)
Customer Dispute
December 2002Other Business Activities
Jeffrey owns Von Colln Properties LLC (real estate rental), Von Colln Financial Group (DBA for LPL business and registered investment advisor), Jeff Von Colln, PC (DBA for LPL business), Historic Kokomo Club (bar/tavern), and The Red Light Bar (bar/tavern). He spends nearly full-time hours on his registered investment advisor activities.
Employment History
Current Registrations
LPL Financial LLC
Von Colln Financial Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations13 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.