Robert Elstad is a registered investment advisor at LPL Financial LLC, based in Summerfield, FL, 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
10935 SE 177th Pl Ste, 404-P3, Summerfield, FL, 34491
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert operates Momentum Wealth as a DBA for his LPL business and owns Rob Elstad Incorporated for tax/investment purposes, dedicating minimal time to the latter. He also works as an owner/instructor at 2A Mission Training and is a Notary Public, spending a few hours per week and minimal time respectively.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Riversource Distributors, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations12 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.