Kurt Yndestad is a registered investment advisor at LPL Financial LLC, based in Oakbrook Terrace, IL, with 25 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
1 Tower Ln Ste 1800, Oakbrook Terrace, IL, 60181-4632
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kurt is doing business as IHT Wealth Management, which is an entity for his LPL business, since August 2019. He is also a Registered Investment Advisor Hybrid (IAR) with IHT Wealth Management, spending nearly full-time hours providing investment advisory services. Finally, Kurt is a registered representative with LPL Financial since August 2019.
Employment History
Current Registrations
LPL Financial LLC
Iht Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
J. P. Morgan Securities INC.
J.P. Morgan Securities INC.Broker
First Oak Brook Capital Markets, INC.Broker
Banc One Capital Markets, INC.Broker
State Registrations12 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.