Lary Feldkamp
Lary Feldkamp is a registered investment advisor at LPL Financial LLC, based in Cedar Rapids, IA, with 28 years of industry experience. Lary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
2810 Edgewood Rd Sw, Cedar Rapids, IA, 52404
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2010Other 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 LLCBroker
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Empire Investment Advisors. INC
Empire Investment Advisors. INC
Empire Financial Group, INC.Broker
Freedom Financial, INC.Broker
Thrivent Investment Management INC.Broker
State Registrations13 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.
Exams
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