Ann Strunk is a registered investment advisor at LPL Financial LLC, based in Abilene, KS, 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
311 NW 3rd St, Abilene, KS, 67410
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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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Ann is involved in real estate rental activities through SS Property Holdings LLC (since 2019) and another property since September 2023, dedicating minimal time to each. She also operates under the DBA The Abilene Group, Inc. since 2021 and CJAA Properties LLC since September 2023, both for investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations21 states
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