Reyn Wicklund is a registered investment advisor at LPL Financial LLC, based in Aiea, HI, with 12 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
98-200 Kamehameha Hwy, Suite 306, Aiea, HI, 96701
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Reyn is involved with Wicklund Financial, focusing on non-variable insurance, dedicating minimal time. Reyn also operates Wicklund Financial as a DBA for LPL business, spending nearly full-time hours on this endeavor. Additionally, Reyn is involved with Wicklund CPA dba Wicklund Financial Services, providing tax preparation, accounting, and CPA services, which takes most of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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.