David Krietzberg
David Krietzberg is a registered investment advisor at LPL Financial LLC, based in Lincroft, NJ, 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
521 Newman Springs Rd Ste 11, Lincroft, NJ, 07738
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Regulatory History (1)
Customer Dispute
March 2006Other Business ActivitiesSells Insurance
David operates Krietzberg Wealth Management as a DBA for his LPL business and Krietzberg Financial Group, LLC for tax/investment purposes, dedicating full-time hours to each. He also works as an instructor for the Financial Educators Network (minimal time), sells non-variable insurance (a few hours per week), and is involved with Resource Network Group (minimal time).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations24 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.