Brent Boraas
Brent Boraas is a CFP-designated registered investment advisor at LPL Financial LLC, based in Alexandria, MN, with 30 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.
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
503 22nd Ave E Suite #11, Alexandria, MN, 56308
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business ActivitiesSells Insurance
Brent is affiliated with Blue Cross Blue Shield of MN and Boraas Financial Group, LLC, both involving non-variable insurance. He also works with Blue on Blue, Inc., an insurance agency, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations13 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
More Advisors
- Noah Boraas, CFPLPL Financial LLC
- Mark OppLPL Financial LLC
- Thomas Steidl, CFPAmeriprise Financial Services, LLC
- Victor Benzinger, CFPAmeriprise Financial Services, LLC
- Nathaniel Larson, CFPRaymond James Financial Services Advisors, INC
- Amy Christopherson, ChFCState Farm Investment Management CORP.