Kenneth Weise
Kenneth Weise is a registered investment advisor at LPL Financial LLC, based in Rohnert Park, CA, 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
6020 Commerce Blvd Ste 127, Rohnert Park, CA, 94928-2179
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2010Other Business Activities
Kenneth operates under multiple DBAs for his LPL business and provides investment advisory services through Mariner Independent Advisor Network LLC, dedicating full-time hours to this. He also owns rental real estate properties, spending minimal time on these activities.
Employment History
Current Registrations
LPL Financial LLC
Mariner Advisor Network
LPL Financial LLCBroker
Previous Registrations
Strategic Wealth Advisors Group
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations10 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.