Glen Neeley is a registered investment advisor at LPL Financial LLC, based in Janesville, WI, with 22 years of industry experience. Glen 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
2640 W Court St, Janesville, WI, 53548
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2008Other Business Activities
Glen operates Blackhawk Wealth Management Services as a DBA for his LPL business since 2012. This takes nearly all of Glen's time, with 10 hours per month during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations20 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.
Exams
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