Kyle Lippold is a registered investment advisor at LPL Financial LLC, based in Dubuque, IA, 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
Dubuque, IA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kyle operates under multiple DBAs for his LPL business, including Premier Investment Services and RetireRight Consulting Group. He also provides investment advisory services through RetireRight, LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
LPL Financial LLC
Retireright Consulting Group
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.Broker
Avantax Investment Services, INC.Broker
Avantax Planning Partners, INC.
Proequities, INC.Broker
Global Portfolio Strategies, INC.
Prudential Investment Management Services LLCBroker
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.