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Jeffrey Ranke

LPL Financial LLC
23 Years of Experience
San Anselmo, CA
1 DisclosureBroker
View SEC Summary
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Jeffrey Ranke is a registered investment advisor at LPL Financial LLC, based in San Anselmo, CA, with 23 years of industry experience. Jeffrey 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

621 San Anselmo Ave, San Anselmo, CA, 94960

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History

Regulatory History (1)
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Criminal
January 1993
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
May 2007 - Present · 19 yrs 5 mos
LPL Financial LLCBroker
May 2007 - Present · 19 yrs 5 mos
Previous Registrations
Edward Jones
February 2007 - May 2007 · 3 mos
Edward JonesBroker
April 2003 - May 2007 · 4 yrs 1 mo
Pruco Securities CorporationBroker
November 2002 - March 2003 · 4 mos
State Registrations9 states
ALCAFLGAINMANYPATX
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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