Loren Edberg
Loren Edberg is a registered investment advisor at LPL Financial LLC, based in Le Center, MN, with 16 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
48 N Park Ave, Le Center, MN, 55125
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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
Loren is a business owner of Cutting Edge LLC (home remodeling/rebuild since 1985, dedicating a few hours per week) and Three E LLC (boat storage since 2018). Loren is also a manager at KMF Company LLC (non-variable insurance) and operates KMF Advisors as a DBA for LPL business, dedicating about a quarter of their time during trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Focus Financial
Royal Alliance Associates, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations4 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.