Courtney Doerfler
Courtney Doerfler is a registered investment advisor at LPL Financial LLC, based in Hudson, WI, with 15 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
900 Crest View Dr Ste 230, Hudson, WI, 54016
Get directionsHistory
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
Courtney is involved in several investment-related activities, including CPR Wealth Advisors LLC, CPR Wealth Advisors (insurance agency), CSB Investment Services, GWM Advisors, LLC (as Goss Advisors and CPR Wealth Advisors), and NewEdge Advisors, LLC. Courtney spends full-time on CPR Wealth Advisors LLC and about a quarter of their time on GWM Advisors, LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Newedge Advisors
LPL Financial LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
State Registrations27 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.