Juan Guerrero is a CFP-designated registered investment advisor at LPL Financial LLC, based in Edina, MN, with 24 years of industry experience. Juan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
7300 Metro Blvd Ste 135, Edina, MN, 55439
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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 Activities
Juan owns rental property and prepares business and personal tax returns for H&R Block.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Hilltop Securities INC.
Hilltop Securities INC.Broker
Focus Financial
Royal Alliance Associates, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
U.S. Bancorp Piper Jaffray INC.Broker
State Registrations6 states
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
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