Benjamin Koley
Benjamin Koley is a registered investment advisor at LPL Financial LLC, based in Elkhorn, NE, 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
2710 North Main Street, Elkhorn, NE, 68022
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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
Benjamin is involved with Koley Financial Services (insurance agency and DBA for LPL business), PLIXYS LLC (insurance agency), and KOLEY HOLDINGS LLC (real estate rental). These activities take a few hours per week for Koley Financial Services and minimal time for KOLEY HOLDINGS LLC, while PLIXYS LLC takes about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America Advisors, INC.
Arbor Point Advisors
Securities America, INC.Broker
Centaurus Financial, INC.
Centaurus Financial, 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.