Peter Katenkamp
Peter Katenkamp is a registered investment advisor at LPL Enterprise, LLC, based in Campbell Hall, NY, with 23 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
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Number of Clients
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Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
3136 Nys Rte 207, Suite 103, Campbell Hall, NY, 10916
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2010Criminal
March 2008Customer Dispute
October 2003Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
MML Investors Services, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Edward JonesBroker
First Investors CorporationBroker
State Registrations11 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.