Bret Rollins
Bret Rollins is a registered investment advisor at LPL Financial LLC, based in Independence, KS, with 26 years of industry experience. Bret 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
201 East Laurel, Independence, KS, 67301
Get directionsHistory
Regulatory History (2)
Judgment / Lien
May 2012Judgment / Lien
July 2010Other Business ActivitiesSells Insurance
Bret operates under the DBA Investment Planning Assoc. for his LPL business since 2001. He also sells fixed annuities and fixed life insurance through Investment Planning Associates, planning to sell LTC insurance in the future, dedicating minimal time to this. Bret also owns Rollins Rentals LLC, a real estate rental business, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations16 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.
Exams
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