Jarod Haglin
Jarod Haglin is a registered investment advisor at LPL Enterprise, LLC, based in St. Louis Park, MN, with 17 years of industry experience. Jarod 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
Assets Under Management
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
600 S Highway 169, Suite 1000, St. Louis Park, MN, 55426-0134
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Regulatory History (1)
Customer Dispute
April 2022Other Business ActivitiesSells Insurance
Jarod manages 403b annuities through Symetra Life Insurance Company since 2016, dedicating minimal time. He is also a part-owner and CFO of PowerSource Tech/Advanced Wireworks Inc., a construction company, spending about 10-20% of his time on this role.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Ameriprise Financial Services, INC.Broker
State Registrations8 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.