Jeffrey Graunke
Jeffrey Graunke is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Lady Lake, 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
117 N Us Highway 441 Ste 100, Lady Lake, FL, 32159
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Regulatory History (1)
Customer Dispute
August 2012Other 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
LPL Financial LLC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Morgan Stanley
Morgan StanleyBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations42 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.