Jonathan Benge
Jonathan Benge is a registered investment advisor at LPL Financial LLC, based in Maple Grove, MN, 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
7224 Forestview Ln N, Maple Grove, MN, 55369
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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
Jonathan co-owns Forestview Holdings, LLC, a real estate rental business, dedicating minimal time. He also owns PRG Financial for tax/investment purposes and operates under the DBAs Preferred Resource Group and PRG for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations17 states
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