Keith Wetjen
Keith Wetjen is a CFP-designated registered investment advisor at LPL Financial LLC, based in West Hartford, CT, 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
433 S. Main Street, Suite 213, West Hartford, CT, 06110
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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
Keith operates his LPL business through Entrust Wealth Partners LLC and provides investment advisory services through Private Advisor Group. He also sells non-variable insurance products, including fixed life and long-term care insurance.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Private Advisor Group, LLC
Previous Registrations
Private Capital Group, LLC
The Leaders Group, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Fairport Capital, INC.Broker
State Registrations4 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.