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CFP
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CFP

Waylon Peterson

LPL Financial LLC
30 Years of Experience
Granger, IN
Broker
View SEC Summary
View SEC Summary

Waylon Peterson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Granger, IN, with 30 years of industry experience. Waylon 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
—
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Location

13050 Sr 23, Granger, IN, 46530

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Waylon is an institution program manager for TCU Wealth Management and president of Teachers CU since 1999, dedicating more than full-time hours to the latter. He also operates under several DBAs for his LPL business: Everwise Investment Services, Everwise Wealth Management, and Everwise Wealth Management, Retirement & Investment.

Employment History
Current Registrations
LPL Financial LLC
May 2022 - Present · 4 yrs 5 mos
LPL Financial LLCBroker
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
CUNA Brokerage Services, INC.
April 2001 - May 2022 · 21 yrs 1 mo
CUNA Brokerage Services, INC.Broker
December 1999 - May 2022 · 22 yrs 5 mos
CUNA Brokerage Services, INC.Broker
April 1996 - November 1999 · 3 yrs 7 mos
State Registrations26 states
ALARAZCACOFLGAIAIDILINKSKYMIMNMOMSNCOHPARISCTXUTWAWI
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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