TrueAdvisor
TrueAdvisor
JS
CFP
JS
CFP

Jason Soland

LPL Financial LLC
18 Years of Experience
Decorah, IA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jason Soland is a CFP-designated registered investment advisor at LPL Financial LLC, based in Decorah, IA, with 18 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

202 E Water St, Decorah, IA, 52101

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jason works as a Trust Officer at Decorah Bank & Trust Company, dedicating nearly full-time hours to this role. He also operates under the DBA Wealth Management Services for his LPL business, owns rental real estate, and is an agent for non-variable insurance, dedicating minimal time to the latter two.

Employment History
Current Registrations
LPL Financial LLC
February 2019 - Present · 7 yrs 8 mos
LPL Financial LLCBroker
February 2019 - Present · 7 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, INC.
April 2014 - July 2018 · 4 yrs 3 mos
Ameriprise Financial Services, INC.Broker
April 2014 - July 2018 · 4 yrs 3 mos
Fbl Marketing Services, LLCBroker
March 2007 - April 2014 · 7 yrs 1 mo
State Registrations14 states
CAFLGAIAINMNMOMTNENVUTVTWIWV
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.
More Advisors
More financial advisors in Decorah, IA →All financial advisors in Iowa →