Brent Boraas
Brent Boraas is a CFP-designated registered investment advisor at LPL Financial LLC, based in Alexandria, MN, 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
503 22nd Ave E Suite #11, Alexandria, MN, 56308
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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 LLCBroker
LPL Financial LLC
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations11 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.