Isaac Hartmann
Isaac Hartmann is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lakeland, FL, 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
1401 South Florida Avenue, Lakeland, FL, 33803
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Isaac operates under Allen & Company and Allen & Company of Florida, LLC as DBAs for his LPL business. He is also the owner of Devoted Wealth Management, LLC, an insurance agency, and a managing member of Dixie Highway Land Development LLC, holding raw land. Finally, he is involved with Acentria Insurance selling non-variable insurance, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Allen & Company of Florida, LLCBroker
Allen & Company of Florida, LLC
Allen & Company of Florida, LLC
Allen & Company of Florida, LLCBroker
Valmark Securities, INC.Broker
Allen & Company of Florida, INC.Broker
State Registrations47 states
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