Marc Kenville is a registered investment advisor at LPL Financial LLC, based in Plymouth, MN, with 14 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
3455 Plymouth Blvd, Plymouth, MN, 55447
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marc operates his LPL business under the DBA Wings Financial Advisors and works as a Financial Services Representative at Wings Financial CU. Marc also owns Lazy Dog Lodge LLC, a real estate rental property.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Allianz Life Financial Services, LLCBroker
Questar Capital CorporationBroker
Riversource Distributors, INC.Broker
Princor Financial Services CorporationBroker
State Registrations12 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.