Jessica Tretter
Jessica Tretter is a registered investment advisor at LPL Financial LLC, based in Louisville, KY, with 19 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
2323 Lime Kiln Ln, Louisville, KY, 40222
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2009Other Business Activities
Jessica operates Tretter Financial Planning, LLC as a DBA for her LPL business, dedicating nearly full-time hours to it. She also works as a CFP instructor at Bellarmine University, spending about a quarter of her time on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
State Registrations7 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.