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ChFC

Jeffrey Graunke

LPL Financial LLC
22 Years of Experience
Lady Lake, FL
1 DisclosureBroker
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Jeffrey Graunke is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Lady Lake, FL, with 22 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
—
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Location

117 N Us Highway 441 Ste 100, Lady Lake, FL, 32159

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2012
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jeffrey is a managing member of Graunke & Hentz Wealth Management LLC, dedicating minimal time to this role. He is also a managing member of GHW Properties LLC, an investment property company, spending minimal time on this activity as well.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 11 mos
LPL Financial LLC
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
October 2012 - December 2017 · 5 yrs 2 mos
National Planning CorporationBroker
October 2012 - November 2017 · 5 yrs 1 mo
Morgan Stanley
June 2012 - November 2012 · 5 mos
Morgan StanleyBroker
June 2012 - November 2012 · 5 mos
National Planning Corporation ("npc of America" in Fl & Ny)
September 2007 - June 2012 · 4 yrs 9 mos
National Planning CorporationBroker
September 2007 - June 2012 · 4 yrs 9 mos
Securities America Advisors, INC.
August 2005 - September 2007 · 2 yrs 1 mo
Securities America, INC.Broker
October 2003 - September 2007 · 3 yrs 11 mos
State Registrations44 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSNCNDNENHNJNMNVNYOHPARISCTNTXUTVAWAWIWVWY
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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