Callen Schramm is a registered investment advisor at LPL Financial LLC, based in Baton Rouge, LA, 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
5145 Bluebonnet Blvd., Baton Rouge, LA, 70809
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Callen is involved in several investment-related activities, including Schramm Brothers (family business), Schramm Financial Group, Stratos Wealth Partners, LHJ Holdings LLC (real estate rental), and Opes Wealth Partners. He dedicates full-time hours to both Stratos Wealth Partners and Opes Wealth Partners, and minimal time to LHJ Holdings LLC.
Employment History
Current Registrations
LPL Financial LLC
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations16 states
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