Shaun Heimann is a registered investment advisor at LPL Financial LLC, based in Pittsfield, MA, with 26 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
66 West Street 4th, Pittsfield, MA, 01201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shaun is the Investment Committee Chair for the Boys and Girls Club of Berkshires and a member of multiple committees. He also has 100% ownership of Heimann Wealth Management Inc., which takes up more than full-time hours, and is a trustee of a mother's trust, dedicating about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
A. G. Edwards & Sons, INC.Broker
UBS Painewebber INC.Broker
State Registrations18 states
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