Jonathon Schenk
Jonathon Schenk is a registered investment advisor at LPL Enterprise, LLC, based in Fairfield, MT, with 24 years of industry experience. Jonathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
606 Central Ave, Fairfield, MT, 59436
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2010Customer Dispute
May 2009Other Business ActivitiesSells Insurance
Jonathon owns Lynn & Jon Sales LLC, a truck sales business, dedicating minimal time to it. He also owns DBASR Retirement and Insurance Services, spending full-time hours in finance and insurance activities, including 25 hours on securities trading.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations19 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.