Curtis Krietzberg
Curtis Krietzberg is a CFA-designated registered investment advisor at LPL Financial LLC, based in Red Bank, NJ, with 30 years of industry experience. Curtis 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
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.
Exams
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