David Rensvold is a registered investment advisor at LPL Financial LLC, based in Polson, MT, 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
49573 Us Hwy 93, Polson, MT, 59860
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Regulatory History (1)
Customer Dispute
May 2009Other Business Activities
David is affiliated with First Interstate Investment Services as a DBA for LPL business since 2016, dedicating nearly all of his time. He also works as an Investment Specialist for First Interstate Bank since 2016, dedicating nearly all of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Investment Centers of America, INC.Broker
State Registrations22 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.