Brad Stuart
Brad Stuart is a registered investment advisor at LPL Financial LLC, based in Clinton, IA, with 18 years of industry experience. Brad 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
1301 19th Avenue Northwest, Clinton, IA, 52732
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2009Other Business ActivitiesSells Insurance
Brad is an independent insurance agent since 2012, dedicating a few hours per week to insurance sales. He is also a board member for River Bend Educational Foundation and Fulton Country Club Mens Stag, and part owner of WPF Wealth Management.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
The Huntington Investment Company
The Huntington Investment CompanyBroker
State Registrations3 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.
Exams
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