Jon Halstenson is a registered investment advisor at LPL Financial LLC, based in Fargo, ND, 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
3050 Sienna Dr S Ste 100, Fargo, ND, 58104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jon is a partner in GPFG LLC, a business entity for tax/investment purposes, but dedicates no time to it. He also works full-time at Halstenson & Askew Investments and Halstenson Askew Wealth Advisors, the latter being a DBA for LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ica Group Wealth Management, LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Securities America, INC.Broker
Investment Centers of America, INC.Broker
State Registrations21 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.