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CFP
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CFP

Brent Voeller

LPL Financial LLC
14 Years of Experience
Plymouth, MN
1 DisclosureBroker
View SEC Summary
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Brent Voeller is a CFP-designated registered investment advisor at LPL Financial LLC, based in Plymouth, MN, with 14 years of industry experience. Brent 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.

LPL Financial LLC
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 ValueAnnual Fee
Any2.50%

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
—
View Full SEC Brochure

Location

18200 45th ave north suite C office 206, Plymouth, MN, 55446

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History

Regulatory History (1)
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.
Financial
March 2019
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Financial LLC
February 2026 - Present · 8 mos
LPL Financial LLC
February 2026 - Present · 8 mos
LPL Financial LLCBroker
February 2026 - Present · 8 mos
Previous Registrations
Edward Jones
March 2021 - February 2026 · 4 yrs 11 mos
Edward JonesBroker
February 2021 - February 2026 · 5 yrs
Investment Centers of America, INC.
July 2014 - November 2015 · 1 yr 4 mos
Investment Centers of America, INC.Broker
May 2014 - November 2015 · 1 yr 6 mos
State Farm Vp Management CORP.Broker
August 2002 - September 2003 · 1 yr 1 mo
Linsco/private Ledger CORP.Broker
September 1998 - July 2002 · 3 yrs 10 mos
Norwest Investment Services, INC.Broker
June 1998 - September 1998 · 3 mos
Investment Centers of America, INC.Broker
April 1996 - July 1998 · 2 yrs 3 mos
State Registrations10 states
FLHIIAILINMNNDNVPAVA
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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