Anthony Klingseisen
Anthony Klingseisen is a registered investment advisor at LPL Financial LLC, based in Jupiter, FL, with 19 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
Jupiter, FL
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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
Anthony is a golf coach at Jupiter Christian School, dedicating about a quarter of his time. He also sells various insurance products, including fixed annuities, life/health, and indexed universal life insurance, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Oppenheimer & CO. INC.Broker
State Registrations10 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.