Deanna Renfro
Deanna Renfro is a CFP-designated registered investment advisor at LPL Financial LLC, based in Salina, KS, with 32 years of industry experience. Deanna 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
429 N Ohio Street Ste 10, Salina, KS, 67401
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
Deanna operates Personalized Financial Planning, LLC as a DBA for her LPL business and also as an insurance agency, selling various insurance products, dedicating about a quarter of her time to insurance sales. Additionally, she owns DEBAR LLC and DLJ Properties, LLC for real estate rentals and performs notary duties as part of her employment.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Sii Investments, INC.Broker
Sii Investments, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Umb Scout Brokerage Services, INC.Broker
State Registrations10 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
- Devan Lowe, CFPLPL Financial LLC
- Alan Jilka, CFPUnited Capital Management of Kansas, INC.
- Douglas Stein, CFP
- Matthew Dill, CFPEdward Jones
- Kimberly Fink, CFP
- Jacob Marrs, CFPWells Fargo Advisors