Kelly Hubrig is a CFP-designated registered investment advisor at LPL Financial LLC, based in Wahpeton, ND, with 23 years of industry experience. Kelly 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
717 Second Ave North, Wahpeton, ND, 58075
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2024Other Business Activities
Kelly has several outside business activities, including operating Bell Investments as a DBA for her LPL business and serving as a notary. She is also a board member for the Hankinson Housing Authority and a VP/Wealth Advisor and VP/Ag Commercial Banker at Bell Bank, spending a few hours per week on the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Thrivent Investment Management INC.Broker
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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