John Keener
John Keener is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Orland Park, IL, with 24 years of industry experience. John 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
11532 W 183rd Pl Unit Se, Orland Park, IL, 60467
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2003Other Business ActivitiesSells Insurance
John sells non-variable insurance through Wall Street Wealth Management, dedicating minimal time. He also operates under a DBA for his LPL business and has a business entity for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Fsc Securities CorporationBroker
Fsc Securities Corporation
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
First Investors CorporationBroker
State Registrations16 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
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