Jeffrey Supple is a CFP-designated registered investment advisor at LPL Financial LLC, based in Middleton, WI, with 29 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
8301 University Avenue, Middleton, WI, 53562
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey operates under SB Financial Services and Lake Ridge Financial as DBAs for his LPL business. He also refers potential clients to the trust department of State Bank of Cross Plains and Lake Ridge Bank, spending about half his time on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Capital Financial Services, INC.Broker
Scudder Distributors, INC.Broker
State Registrations17 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.