Edward Grondahl is a registered investment advisor at LPL Financial LLC, based in Duluth, MN, with 17 years of industry experience. Edward 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 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
3308 W Arrowhead Rd, Duluth, MN, 55811
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 Registrations27 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.
Exams
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