Robert Kruse
Robert Kruse is a registered investment advisor at LPL Financial LLC, based in Fort Wayne, IN, with 24 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
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.