Arron Varn is a registered investment advisor at LPL Financial LLC, based in Pueblo, CO, with 27 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
740 Newton Road, Pueblo, CO, 81005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Arron operates under the DBA Wealth Management Planning Group since 2005. He also owns rental real estate, dedicating minimal time to it since 2022.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
UBS Painewebber INC.
UBS Painewebber INC.Broker
Oppenheimerfunds Distributor, INC.Broker
State Registrations16 states
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