Joni Reiling is a registered investment advisor at LPL Financial LLC, based in Omaha, NE, with 20 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
3575 N 181st St, Omaha, NE, 68022
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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.
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Joni operates her LPL business under the DBA GreenState Wealth Management since 2020, dedicating all her time to it. She is also a notary in Fort Dodge, IA, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Signator Investors, INC.Broker
Signator Investors, INC.
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
Edward Jones
Edward JonesBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
State Registrations6 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.