Waylon Peterson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Granger, IN, 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
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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
346 W Cleveland Rd, Granger, IN, 46530
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
LPL Financial LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.Broker
State Registrations25 states
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