Todd Muentzer is a registered investment advisor at LPL Financial LLC, based in Chicago, IL, with 20 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
4 E Ohio St Ste 25, Chicago, IL, 60611
Get directionsHistory
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 Activities
Todd is associated with Abraham Financial Group, LLC, which is a DBA for his LPL business. He has a 50% ownership stake in this entity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Guggenheim Funds Distributors, LLCBroker
Guggenheim Investments
Rydex Advisory Services, LLC
Guggenheim Distributors, LLCBroker
Zacks Investment Management, INC.
Zacks & CompanyBroker
Banc One Securities CorporationBroker
TD Waterhouse Investor Services, INC.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.