Jason Kuhnle is a registered investment advisor at LPL Financial LLC, based in Sandusky, OH, with 25 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
100 E. Water St., Sandusky, OH, 44870
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason operates under the DBA Civista Investments for his LPL business since 2015. He is also the Director of Wealth Management at Civista Wealth Management, dedicating nearly full-time hours during securities trading, and owns JKDG Properties, LLC for tax/investment purposes, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
PNC InvestmentsBroker
PNC Investments
Natcity Investments, INC.
Natcity Investments, INC.Broker
Mcdonald Investments INC.Broker
State Registrations13 states
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