Dale Schoenberg
Dale Schoenberg is a registered investment advisor at LPL Financial LLC, based in St. Cloud, MN, with 31 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
3721 23rd St. South Ste 101, St. Cloud, MN, 56301-6199
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2001Other Business Activities
Dale operates Schoenberg Kosel Financial as a DBA for his LPL business. This investment-related activity takes about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Piper Jaffray INC.Broker
Olde Discount CorporationBroker
State Registrations14 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.