Brenda Hafeman
Brenda Hafeman is a registered investment advisor at LPL Financial LLC, based in Antioch, IL, with 20 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
440 Lake Street, Antioch, IL, 60002
Get directionsHistory
Regulatory History (7)
Financial
July 2024Financial
December 2023Financial
December 2023Financial
November 2023Financial
July 2023Financial
April 2023Financial
March 2023Other Business Activities
Brenda works with Wintrust Investments, doing business as LPL, nearly full-time since 2005. She also works as an organist at Zion Ev Lutheran Church and acts in a fiduciary capacity for the Wilfred A and Constance A Meier Trust, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wintrust Investments
Wintrust Investments LLCBroker
Coyle Securities, L.L.C.Broker
State Registrations40 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.