Kurt Triebold is a registered investment advisor at LPL Financial LLC, based in Delafield, WI, 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
2301 Sun Valley Dr Ste 202, Delafield, WI, 53018-2318
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kurt operates One Tree Hill Investment Advisors as a DBA for his LPL business since 2017. He also provides investment advisory services through Independent Advisor Alliance, spending nearly full-time hours on these activities.
Employment History
Current Registrations
LPL Financial LLC
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations8 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.