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Lary Feldkamp

28 Years of Experience
Cedar Rapids, IA
1 DisclosureBrokerSells Insurance

Lary Feldkamp is a registered investment advisor at LPL Financial LLC, based in Cedar Rapids, IA, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

2810 Edgewood Rd Sw, Cedar Rapids, IA, 52404

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2010
Settled
Other Business ActivitiesSells Insurance

Lary operates under the DBA Veridian Investment Services for his LPL business and owns Life Properties LLC, a real estate rental business. He also receives trails from non-variable insurance, dedicating minimal time to these activities.

Employment History
Current Registrations
LPL Financial LLC
May 2022 - Present · 4 yrs 4 mos
LPL Financial LLCBroker
May 2022 - Present · 4 yrs 4 mos
Previous Registrations
CUNA Brokerage Services, INC.
June 2011 - May 2022 · 10 yrs 11 mos
CUNA Brokerage Services, INC.Broker
June 2011 - May 2022 · 10 yrs 11 mos
Capital Financial Services, INC.
September 2005 - June 2011 · 5 yrs 9 mos
Capital Financial Services, INC.Broker
September 2005 - June 2011 · 5 yrs 9 mos
Empire Investment Advisors. INC
September 2004 - September 2005 · 1 yr
Empire Investment Advisors. INC
December 2003 - September 2004 · 9 mos
Empire Financial Group, INC.Broker
November 2003 - September 2005 · 1 yr 10 mos
Freedom Financial, INC.Broker
October 2002 - November 2003 · 1 yr 1 mo
Thrivent Investment Management INC.Broker
December 1997 - October 2002 · 4 yrs 10 mos
State Registrations13 states
ARAZFLIAILINMNMONESCTXWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Lary Feldkamp - Financial Advisor | TrueAdvisor