Jason Buchinger
Jason Buchinger is a registered investment advisor at LPL Financial LLC, based in Neillsville, WI, with 26 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
335 W Division St, Neillsville, WI, 54456
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2012Other Business Activities
Jason works full-time at Simplicity Credit Union in a financial institution duty role since 2017. He is also a Program Manager for Simplicity Retirement & Investment Services, a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Associated Investment Services, INC.
Associated Investment Services, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Investors Brokerage Services, INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Banc One Securities Corporation
Banc One Securities Corporation
Banc One Securities CorporationBroker
Pruco Securities CorporationBroker
State Registrations1 state
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.