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CFP
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CFP

Brian Hentz

LPL Financial LLC
28 Years of Experience
Lady Lake, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Brian Hentz is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lady Lake, FL, with 28 years of industry experience. Brian 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

117 N Us Highway 441 Ste 100, Lady Lake, FL, 32159

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brian is a managing member of Graunke & Hentz Wealth Management LLC and GHW Properties LLC, and a part owner of Wildwood Professional Center LLC. He dedicates minimal time to these activities, which include fixed insurance sales and investment property management.

Employment History
Current Registrations
LPL Financial LLC
November 2017 - Present · 8 yrs 11 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
October 2012 - December 2017 · 5 yrs 2 mos
National Planning CorporationBroker
October 2012 - November 2017 · 5 yrs 1 mo
Morgan Stanley
June 2012 - November 2012 · 5 mos
Morgan StanleyBroker
June 2012 - November 2012 · 5 mos
National Planning Corporation ("npc of America" in Fl & Ny)
September 2007 - June 2012 · 4 yrs 9 mos
National Planning CorporationBroker
September 2007 - June 2012 · 4 yrs 9 mos
Securities America Advisors, INC.
January 2006 - September 2007 · 1 yr 8 mos
Securities America, INC.Broker
January 2006 - September 2007 · 1 yr 8 mos
Securian Financial Services, INC.
May 1998 - January 2006 · 7 yrs 8 mos
Securian Financial Services, INC.Broker
May 1998 - January 2006 · 7 yrs 8 mos
State Registrations44 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSNCNDNENHNJNMNVNYOHPARISCTNTXUTVAWAWIWVWY
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.
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