Lonnie Bull is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Lander, WY, with 18 years of industry experience. Lonnie 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 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
115 Valley View Dr, Lander, WY, 82520
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2023Other Business Activities
Lonnie owns multiple rental properties in Wyoming and Florida, and is a member of Breakthrough 307 Fund 2 and Breakthrough Ventures Fund, both venture capital funds investing in startup businesses. These activities require minimal time commitment.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations32 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.