BK
BK

Bryan Krakker

16 Years of Experience
Charlotte, NC
Broker

Bryan Krakker is a registered investment advisor at Linden Thomas Advisory Services, LLC, based in Charlotte, NC, with 16 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,366 clients with $1.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
1,366 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$400K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.60%

Fees range from 0.0% to 1.6% annually depending on the specific investment program chosen and are negotiated prior to the engagement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

516 North Tryon Street, Charlotte, NC, 28202

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Linden Thomas Advisory Services, LLC
June 2018 - Present · 8 yrs 4 mos
Linden Thomas and Company Securities, LLCBroker
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
May 2011 - June 2018 · 7 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
May 2011 - June 2018 · 7 yrs 1 mo
People's Securities, INC.Broker
February 2001 - November 2001 · 9 mos
State Registrations2 states
NCSC
AdvisorBrokerBoth

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
No exam information available for this advisor.
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