Jennifer Burkholder is a registered investment advisor at LPL Financial LLC, based in Benton Harbor, MI, with 20 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
724 E Napier Ave, Benton Harbor, MI, 49022
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Regulatory History
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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Jennifer operates under the DBA United Investment Planning for her LPL business, dedicating minimal time. She is also a business owner at Burkholder Inc BDA Ceaser's Pools Inc., spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
J.J.B. Hilliard, W.L. Lyons, LLCBroker
PFS Investments INC.Broker
PNC InvestmentsBroker
Elder Law Management, Elder Law Planning Services
Cuso Financial Services, L.P.Broker
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
Linsco/private Ledger CORP.Broker
Raymond James Financial Services, INC.Broker
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.