Alex Knepp
Alex Knepp is a registered investment advisor at LPL Financial LLC, based in Loogootee, IN, 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
100 Charles St, Loogootee, IN, 47553
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Regulatory History (1)
Customer Dispute
September 2010Other Business ActivitiesSells Insurance
Alex is affiliated with German American Investment Services and German American Investment Services Group, both related to his LPL business. He also sells non-variable insurance products including life, health, disability, and LTC, dedicating minimal time to it, and serves as a board member for Barr-Reeve School Board, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
State Registrations16 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.