Charles Zwiefelhofer
Charles Zwiefelhofer is a registered investment advisor at LPL Financial LLC, based in Eau Claire, WI, 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
4251 Southtowne Dr, Eau Claire, WI, 54701
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2011Other Business ActivitiesSells Insurance
Charles is involved with TTRB Wealth Planning LLC and Frandsen Investment Services, both DBAs for LPL business. He also engages in non-variable insurance activities through TTRB Wealth Planning Inc, Frandsen Investment Services, and Frandsen General Agency, dedicating varying amounts of time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Great Valley Advisor Group, INC.
Great Valley Advisor Group, INC.
LPL Financial LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Edward JonesBroker
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.