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CFP
KL
CFP

Kristian Lamont

LPL Financial LLC
17 Years of Experience
Mason City, IA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Kristian Lamont is a CFP-designated registered investment advisor at LPL Financial LLC, based in Mason City, IA, with 17 years of industry experience. Kristian 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

425 Tiffany Dr, Mason City, IA, 50401

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Kristian operates Lamont Financial Group as a DBA for his LPL business and also sells non-variable insurance through it. He also works with Financial Partners Insurance Agency and owns rental real estate, dedicating a few hours per week to each of these activities.

Employment History
Current Registrations
LPL Financial LLC
December 2021 - Present · 4 yrs 10 mos
LPL Financial LLCBroker
December 2021 - Present · 4 yrs 10 mos
Previous Registrations
Securities America Advisors, INC.
January 2013 - December 2021 · 8 yrs 11 mos
Securities America, INC.Broker
January 2013 - December 2021 · 8 yrs 11 mos
Edward Jones
February 2009 - January 2013 · 3 yrs 11 mos
Edward JonesBroker
February 2009 - January 2013 · 3 yrs 11 mos
State Registrations20 states
ALARAZCACOFLIAILKSKYMNMONDNENMNVSDTXWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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