Julie Burenga is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fort Wayne, IN, 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
6209 Constitution Drive, Fort Wayne, IN, 46804
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julie operates Jehl & Kreilach Financial Management, LLC as a DBA for her LPL business, dedicating about 40% of her time to it. She also owns JTB Farms, LLC, spending minimal time on it, and is a non-profit board member for Van Wert City Schools, also spending minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
Wells Fargo Brokerage Services, L.L.C.Broker
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.