Jeffrey Ranke
Jeffrey Ranke is a registered investment advisor at LPL Financial LLC, based in San Anselmo, CA, with 23 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
621 San Anselmo Ave, San Anselmo, CA, 94960
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Regulatory History (1)
Criminal
January 1993Other Business Activities
Jeffrey operates under the DBA Harvest Wealth Management and is involved in online shoe sales, dedicating a few hours per week. He also has Harvest Wealth Management LLC as a business entity for tax/investment purposes, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Pruco Securities CorporationBroker
State Registrations9 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.