Knut Lundberg
Knut Lundberg is a registered investment advisor at LPL Financial LLC, based in Montville, NJ, 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
350 Main Road, Suite 204, Montville, NJ, 07045
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2009Customer Dispute
August 2004Other Business Activities
Knut is a board member of the Swiss SkiClub of NY, a non-profit organization, dedicating about 10-20% of his time. He also operates Montville Financial Group as a DBA for his LPL business, which is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations5 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.