Edward Grondahl is a registered investment advisor at LPL Financial LLC, based in Duluth, 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
30 West Superior Street, Duluth, MN, 55802
Get directionsHistory
Regulatory History (1)
Criminal
December 1990Other Business Activities
Edward operates under several DBAs for his LPL business, including Northwoods Retirement & Investment Services, Northern Communities Retirement & Investment Services, and MPECU Retirement & Investment Services. He serves as an Institution Program Manager.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations24 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.