James Wilterdink is a registered investment advisor at LPL Financial LLC, based in Runnells, IA, 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
11888 SE 64th Ave, Runnells, IA, 50237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is associated with Wilterdink Wealth Management, LLC and 360 Financial Planning Group LLC as DBAs for his LPL business, dedicating full-time hours to securities trading. He also owns X Factor Labs LLC, a vitamin and supplement business, spending a few hours per week on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Visionpoint Advisory Group
LPL Financial LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Edward Jones
Edward JonesBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Farmers Financial Solutions, LLCBroker
State Registrations14 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.