Brian Behrens
Brian Behrens is a registered investment advisor at LPL Enterprise, LLC, based in St. Louis Park, MN, with 20 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
600 S Highway 169, Suite 1000, St. Louis Park, MN, 55426-0134
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2014Customer Dispute
August 2009Other Business ActivitiesSells Insurance
Brian is involved in several outside business activities, including commercial insurance sales, real estate rental management, and serving on various boards. He also sells health and medicare insurance, and dedicates about half his time to sales and service for investment and insurance products through True North Financial Group.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations8 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.