BV
BV

Brian Vankeuren

15 Years of Experience
Lakewood, CO
Broker

Brian Vankeuren is a registered investment advisor at LPL Financial LLC, based in Lakewood, CO, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1746 Cole Blvd, Ste 225, Lakewood, CO, 80401

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Brian has a business entity for tax/investment purposes called Brian Vankeuren LLC since 2015. He also operates under the name WealthClarity as a DBA for his LPL business since 2022.

Employment History
Current Registrations
LPL Financial LLC
July 2021 - Present · 4 yrs 10 mos
LPL Financial LLCBroker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Waddell & Reed
December 2010 - July 2021 · 10 yrs 7 mos
Waddell & ReedBroker
October 2010 - July 2021 · 10 yrs 9 mos
State Registrations9 states
AZCACOFLKSMONETXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Brian Vankeuren - Financial Advisor | TrueAdvisor