Jeffrey Feinendegen
Jeffrey Feinendegen is a registered investment advisor at LPL Financial LLC, based in Lake Forest, IL, 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
1052 N Western Avenue, Lake Forest, IL, 60045
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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
Jeffrey offers life, long-term care, and fixed annuities to clients through TS Financial Group, LLC, dedicating minimal time to this. He also owns rental real estate, is a passive minority owner in a lead generation business, and is an insurance agent with BackNine/Capitas/Signal Advisors and Gradepoint Insurance LLC.
Employment History
Current Registrations
LPL Financial LLC
Tsfg, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
State Registrations29 states
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