PH
CFP
PH
CFP

Paul Hoogendoorn

18 Years of Experience
Sioux Center, IA
Broker

Paul Hoogendoorn is a CFP-designated registered investment advisor at LPL Financial LLC, based in Sioux Center, IA, with 18 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

954 N Main Ave, Sioux Center, IA, 51250-2029

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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

Paul operates his LPL business under the DBA Integrated Financial Planning, Inc., dedicating full-time hours to it. He also owns OC Apartments, LLC and Rock Apartments, LLC for real estate rental, but spends no time on these activities.

Employment History
Current Registrations
LPL Financial LLCBroker
December 2015 - Present · 10 yrs 5 mos
LPL Financial LLC
December 2015 - Present · 10 yrs 5 mos
Previous Registrations
Cetera Investment Advisers LLC
January 2014 - December 2015 · 1 yr 11 mos
Cetera Investment Services LLC
February 2011 - January 2014 · 2 yrs 11 mos
Cetera Investment Services LLCBroker
June 2007 - December 2015 · 8 yrs 6 mos
State Registrations9 states
AZCAIAILMIMNORSDWI
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.
Paul Hoogendoorn - Financial Advisor | TrueAdvisor