Joel Barjenbruch
Joel Barjenbruch is a CFP-designated registered investment advisor at LPL Enterprise, LLC, based in Omaha, NE, with 18 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
13057 W. Center Rd, Suite 12, Omaha, NE, 68144
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Regulatory History (2)
Customer Dispute
September 2024Regulatory
October 2015Other Business ActivitiesSells Insurance
Joel is involved in several business activities, including renting commercial office buildings through Domaine WB, LLC, and office space ownership and rental through JTSR Holdings, LLC. He also works as Director of Marketing and Client Relations for JS Financial, Inc. and sells non-variable insurance as a Medicare Agent and independently, dedicating about a quarter of his time to insurance sales.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
D.H. Hill Advisors, INC.
D.H. Hill Securities, LllpBroker
Securities America Advisors, INC.
Securities America, INC.Broker
First Heartland Capital, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
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.