Gregory Kuehl is a registered investment advisor at LPL Financial LLC, based in Valparaiso, 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
Valparaiso, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory operates under the DBA Kuehl Financial, LLC for his LPL business since 2007. He is also a business owner of GABS Holding, LLC (DBA TransferTree.com), an internet start-up, and manages real estate rentals, dedicating minimal time to each. Gregory also participates in the family farm.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
New England Securities Corporation
New England SecuritiesBroker
Signator Investors, INC.Broker
State Registrations8 states
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