Shane Kunz is a CFP-designated registered investment advisor at LPL Financial LLC, based in Holladay, UT, 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
3165 E. Millrock Dr Ste 100, Holladay, UT, 84121
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shane operates under Stratos Wealth Partners and Outcome Wealth as DBAs for his LPL business, providing investment advisory services. He also manages K45 Enterprises LLC for tax/investment purposes, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
LPL Financial LLC
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations39 states
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