Jonathon Schenk
Jonathon Schenk is a registered investment advisor at LPL Enterprise, LLC, based in Great Falls, MT, with 25 years of industry experience. Jonathon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B 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 | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
124 1st Avenue S, Suite 19, Great Falls, MT, 59401
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 Registrations21 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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