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Anita Ritter

22 Years of Experience
Sturgis, MI
BrokerSells Insurance

Anita Ritter is a registered investment advisor at LPL Financial LLC, based in Sturgis, MI, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

260 John St. Suite 2B, Sturgis, MI, 49091

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Anita sells life insurance and fixed annuities through CRUMP, dedicating minimal time to this activity. She also operates Anita Ritter Financial, Inc. as a DBA for her LPL business, dedicating full-time hours.

Employment History
Current Registrations
LPL Financial LLC
April 2024 - Present · 2 yrs 1 mo
LPL Financial LLCBroker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Cambridge Investment Research Advisors, INC.
May 2011 - April 2024 · 12 yrs 11 mos
Cambridge Investment Research, INC.Broker
May 2011 - April 2024 · 12 yrs 11 mos
Edward Jones
September 2010 - May 2011 · 8 mos
Edward JonesBroker
June 2003 - May 2011 · 7 yrs 11 mos
State Registrations12 states
AKCADCFLGAILINMIOHOKTXVA
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.
Anita Ritter - Financial Advisor | TrueAdvisor