Brian Hentz
Brian Hentz is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lady Lake, FL, 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
117 N Us Highway 441 Ste 100, Lady Lake, FL, 32159
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Regulatory History
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.
Learn about disclosures →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
LPL Financial LLCBroker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Morgan Stanley
Morgan StanleyBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations42 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.