Kristopher Staples
Kristopher Staples is a registered investment advisor at LPL Financial LLC, based in Inver Grove Heights, MN, with 25 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
2906 Upper 55th St, Inver Grove Heights, MN, 55076
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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
Kristopher is involved with non-variable insurance through Staples Financial, Inc. since 2012. He also uses Staples Financial, Inc. as a DBA for his LPL business and owns rental real estate through TK Holdings, LLC since 2019.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Woodbury Financial Services, INC.Broker
AXA Advisors, LLCBroker
Mony Securities CorporationBroker
New England SecuritiesBroker
Mony Securities CorporationBroker
New England SecuritiesBroker
State Registrations17 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.