Robert Kruse
Robert Kruse is a registered investment advisor at LPL Financial LLC, based in Fort Wayne, IN, with 25 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
116 E. Berry Street, Ste 101, Fort Wayne, IN, 46802
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2018Other Business Activities
Robert works as a Wealth Advisor at Old National Bank and operates under Old National Investments, a DBA for LPL business. He also owns a real estate rental property, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Advisors Asset Management, INC.Broker
Advisors Asset Management, INC.
Morgan Stanley
Morgan StanleyBroker
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
State Street Global Markets, LLCBroker
Putnam Retail Management Limited PartnershipBroker
State Registrations1 state
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
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