Randall Koenes
Randall Koenes is a CFP-designated registered investment advisor at LPL Financial LLC, based in Grand Rapids, MI, 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
2025 E Beltline SE, Suite 205, Grand Rapids, MI, 49546
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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
Randall has several business activities, including DBAs for his LPL business, selling various insurance products (fixed annuities, term, medicare supplements/advantage, long-term care, whole life, and universal life insurance), and acting as a notary public and trustee. He dedicates nearly full-time hours to America Group Wealth Management and a few hours per week to insurance sales and minimal time to his notary and trustee duties.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Veravest Investments, INC.Broker
Centennial Securities Company, INC.Broker
State Registrations7 states
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