Jeffrey Erpelding is a CFA, PFS-designated registered investment advisor at LPL Financial LLC, based in Golden Valley, MN, with 24 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
605 Boone Ave N, Golden Valley, MN, 55427
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey acts in a fiduciary capacity, dedicating minimal time. He also operates under the DBA TruStone Financial Advisors for his LPL business, which is a full-time commitment. Finally, Jeffrey owns rental real estate, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Proequities, INC.Broker
Cambridge Investment Research, INC.Broker
Sii Investments, INC.Broker
Fsc Securities CorporationBroker
State Registrations12 states
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