Kevin Kruse is a registered investment advisor at LPL Financial LLC, based in St Charles, IL, with 28 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
100 Illinois St Ste 200, St Charles, IL, 60174
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin owns rental real estate since 2012 and operates under the DBAs KMK Financial (since 2014) and Elevation Wealth Management (since 2024). Elevation Wealth Management takes about a quarter of Kevin's time, with 6 hours during trading, while the other Elevation Wealth Management DBA takes nearly full-time, all during trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Charter One Securities, INC.Broker
Investment Network, INC.Broker
Ascend Financial Services, INC.Broker
MML Investors Services, INC.Broker
State Registrations16 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.