Eric Wenzel
Eric Wenzel is a registered investment advisor at LPL Financial LLC, based in Oakdale, 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
7200 Hudson Blvd N., Ste 109, Oakdale, MN, 55128
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2005Other Business ActivitiesSells Insurance
Eric operates his LPL business through Wenzel Financial Services, Inc., dedicating full-time hours to it. He also sells non-variable insurance through Wenzel Financial Services, Inc., spending minimal time on this activity, and owns rental real estate with Paula Wenzel, spending minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Askar CORP.Broker
State Registrations18 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.