Knut Lundberg
Knut Lundberg is a registered investment advisor at LPL Financial LLC, based in Montville, NJ, with 24 years of industry experience. Knut is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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.
Exams
More Advisors
- Robert GudeLPL Financial LLC
- Chris PlechyLPL Financial LLC
- Chang LeeLPL Financial LLC
- Kevin Saia, CFPS Squared Retirement Solutions LLC
- Colleen Silver, CFATruist Advisory Services, INC.
- Scott Russell, ChFCOsaic Wealth, INC.