Kristen Gullickson
Kristen Gullickson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Spearfish, SD, with 16 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
146 W Hudson St, Spearfish, SD, 57783
Get directionsHistory
Regulatory History
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
Kristen operates Partridge Financial as a DBA for her LPL business and assists the sales team at Omnitracks. She also works as a presenter for SD CEO West: Women's Business Center and is involved with ICAG Ins Agency selling non-variable insurance, dedicating about 10-20% of her time to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Curian Capital, LLC
Jackson National Life Distributors LLCBroker
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.