Robert Kunde
Robert Kunde is a registered investment advisor at LPL Financial LLC, based in Seattle, WA, 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
Seattle, WA
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
Robert sells non-variable insurance and dedicates about a quarter of his time to it. He also works as a bookkeeper and operates Sage Financial Strategies, LLC, dedicating nearly full-time hours to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Investments, LLCBroker
Grove Point Advisors, LLC
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
American Independent Securities Group, LLC
American Independent Securities Group, LLCBroker
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
Independent Advisers Group CORP
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Investors Brokerage Services, INC.Broker
Mcg Equities, LLCBroker
Sssh Equities, INC.Broker
Aag Securities, INC.Broker
Aragon Financial 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.