KP
KP
Katrina Peck is a registered investment advisor at LPL Financial LLC, based in Fruitland, ID, with 28 years of industry experience. Katrina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Fruitland, ID
Get directionsHistory
Regulatory History (1)
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Financial
May 2017Final
Employment History
Current Registrations
LPL Financial LLCBroker
March 2025 - Present · 1 yr 7 mos
LPL Financial LLC
March 2025 - Present · 1 yr 7 mos
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 11 mos
LPL Enterprise, LLC
November 2024 - Present · 1 yr 11 mos
Previous Registrations
First Command Advisory Services
April 2020 - October 2024 · 4 yrs 6 mos
First Command Brokerage Services, INC.Broker
April 2020 - October 2024 · 4 yrs 6 mos
Bancwest Investment Services, INC. (bwis)
May 2019 - April 2020 · 11 mos
Bancwest Investment Services, INC.Broker
February 2019 - April 2020 · 1 yr 2 mos
Loring Ward Securities INC.Broker
May 2016 - March 2018 · 1 yr 10 mos
Lwi Financial INC.
May 2016 - May 2016 · 0 mos
Loyal3 Securities INC.Broker
November 2012 - May 2016 · 3 yrs 6 mos
Hanson Mcclain
June 2008 - December 2010 · 2 yrs 6 mos
Hanson Mcclain Advisors
March 2008 - November 2012 · 4 yrs 8 mos
Hanson McclainBroker
August 2007 - November 2012 · 5 yrs 3 mos
Iron Point Capital Management
May 2006 - August 2007 · 1 yr 3 mos
Brecek & Young Advisors, INC.Broker
July 2002 - August 2007 · 5 yrs 1 mo
E*trade Securities, IncorporatedBroker
January 1997 - June 2002 · 5 yrs 5 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
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