Aaron Kosch is a registered investment advisor at LPL Financial LLC, based in Columbus, NE, with 22 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
4121 23rd Street, Columbus, NE, 68601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron operates his LPL business under the DBA Kosch Financial Inc. He also has a business entity, ASK Prime, LLC, for tax/investment purposes only, spending a few hours per week on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
First National Capital Markets, INC.
First National Capital MarketsBroker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Securities America, INC.Broker
Edward JonesBroker
State Registrations16 states
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