Curtis Krietzberg
Curtis Krietzberg is a CFA-designated registered investment advisor at LPL Financial LLC, based in Red Bank, NJ, 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
125 Half Mile Road, Suite 200, Red Bank, NJ, 07701
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Regulatory History (1)
Customer Dispute
June 2022Other Business ActivitiesSells Insurance
Curtis is involved with Krietzberg Financial Group LLC for tax/investment purposes, dedicating full-time hours. He also works as an instructor for the Financial Educator's Network for minimal time and sells non-variable insurance, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations24 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.