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CFP

Casey Tjalsma

LPL Financial LLC
24 Years of Experience
Grand Rapids, MI
Broker
View SEC Summary
View SEC Summary

Casey Tjalsma is a CFP-designated registered investment advisor at LPL Financial LLC, based in Grand Rapids, MI, with 24 years of industry experience. Casey 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

230 Fulton St E, Grand Rapids, MI, 49503

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Casey operates Hamilton Tjalsma Wealth Planning Group as a DBA for their LPL business and works as a photographer. Casey also serves as a wedding officiant for Universal Life Church, dedicating minimal time to this activity, and spends a few hours per week on photography.

Employment History
Current Registrations
LPL Financial LLCBroker
August 2021 - Present · 5 yrs 2 mos
LPL Financial LLC
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Voya Financial Advisors, INC.
January 2011 - August 2021 · 10 yrs 7 mos
Voya Financial Advisors, INC.Broker
January 2011 - August 2021 · 10 yrs 7 mos
Ing Financial Advisers, LLC
December 2007 - January 2011 · 3 yrs 1 mo
Ing Financial Advisers, LLCBroker
January 2006 - January 2011 · 5 yrs
Raymond James Financial Services, INC.Broker
August 2004 - September 2005 · 1 yr 1 mo
T. Rowe Price Investment Services, INC.Broker
November 2001 - July 2004 · 2 yrs 8 mos
State Registrations25 states
AZCACOCTDEFLILINMAMDMIMNNCNHNJNVNYOHPASCSDTNVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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