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Deanne Krull

16 Years of Experience
Decorah, IA
Broker

Deanne Krull is a registered investment advisor at LPL Financial LLC, based in Decorah, IA, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

120 W Water St, Decorah, IA, 52101-1806

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Deanne operates under BMO Investment Services as a DBA for her LPL business and is a notary. She also owns D & K Tractor Repair and Restoration and rental real estate in Winneshiek County, Iowa, dedicating minimal time to these activities.

Employment History
Current Registrations
LPL Financial LLC
July 2023 - Present · 2 yrs 10 mos
LPL Financial LLC
July 2023 - Present · 2 yrs 10 mos
LPL Financial LLCBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Bancwest Investment Services, INC. (bwis)
April 2018 - July 2023 · 5 yrs 3 mos
Bancwest Investment Services, INC.Broker
April 2018 - July 2023 · 5 yrs 3 mos
LPL Financial CorporationBroker
September 2008 - November 2008 · 2 mos
LPL Financial Corporation
August 2008 - November 2008 · 3 mos
Bancwest Investment Services, INC.Broker
May 2006 - February 2007 · 9 mos
Primevest Financial Services, INC.Broker
February 2001 - May 2006 · 5 yrs 3 mos
Invest Financial CorporationBroker
March 1999 - February 2001 · 1 yr 11 mos
State Registrations8 states
ARIAMNMTNEORWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Deanne Krull - Financial Advisor | TrueAdvisor