Jeffrey Cleckner
Jeffrey Cleckner is a registered investment advisor at LPL Financial LLC, based in New Palestine, IN, 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
6375 W Us Highway 52, New Palestine, IN, 46163
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2020Customer Dispute
September 2000Other Business Activities
Jeffrey coaches baseball, is involved with a business entity for tax/investment purposes, and operates Optim Wealth Strategies as a DBA for his LPL business. Operating Optim Wealth Strategies takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Edward JonesBroker
Edward Jones
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Waddell & Reed
Waddell & ReedBroker
Lincoln Financial Distributors, INC.Broker
Prudential Annuities Distributors, INCBroker
Aig Sunamerica Capital Services, INC.Broker
Jackson National Life Distributors, INC.Broker
First Union Securities, INC.Broker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
L.C. Wegard & CO., INC.Broker
State Registrations4 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.