David Pieper
David Pieper is a registered investment advisor at LPL Financial LLC, based in Caledonia, MN, 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
137 East Main St., Caledonia, MN, 55902
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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
David is an insurance agent since 2004, selling life, health, annuity, property, and casualty insurance products, dedicating nearly full-time hours to this. He also owns and operates Pieper Farms, focusing on crop and timber production, and cattle, dedicating a few hours per week, and is a landlord for Barnes House/Caledonia Inn, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations21 states
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