CL
CFP
CL
CFP

Christopher Lubbers

31 Years of Experience
Evansville, IN
2 DisclosuresBrokerSells Insurance

Christopher Lubbers is a CFP-designated registered investment advisor at LPL Financial LLC, based in Evansville, IN, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

5401 Vogel Rd Ste 820, Evansville, IN, 47715

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2015
Denied
Customer Dispute
November 2010
Settled
Other Business ActivitiesSells Insurance

Christopher is involved in several business activities, including owning CrossFit Parsons, PK Fitness, and CJ Farms. He also works as an insurance agent for Heartland Financial Group, selling fixed life, fixed annuity, disability income, critical illness, and LTC insurance, dedicating about 10-20% of his time to this.

Employment History
Current Registrations
LPL Financial LLC
December 2022 - Present · 3 yrs 9 mos
LPL Financial LLC
December 2022 - Present · 3 yrs 9 mos
LPL Financial LLCBroker
December 2022 - Present · 3 yrs 9 mos
Previous Registrations
Royal Alliance Associates, INC.
October 2017 - January 2023 · 5 yrs 3 mos
Royal Alliance Associates, INC.Broker
October 2017 - December 2022 · 5 yrs 2 mos
National Planning Corporation ("npc of America" in Fl & Ny)
October 2007 - December 2017 · 10 yrs 2 mos
National Planning CorporationBroker
October 2007 - October 2017 · 10 yrs
American General Securities Incorporated
January 2005 - October 2007 · 2 yrs 9 mos
American General Securities IncorporatedBroker
October 2002 - October 2007 · 5 yrs
Heartland Financial Advisors Group, INC.
March 1999 - December 2004 · 5 yrs 9 mos
Franklin Financial Services CorporationBroker
February 1995 - October 2002 · 7 yrs 8 mos
State Registrations46 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNJNMNVNYOHOKORPARISCSDTNTXVAVTWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Christopher Lubbers - Financial Advisor | TrueAdvisor