Taylor Ripka
Taylor Ripka is a CFP-designated registered investment advisor at LPL Financial LLC, based in Maple Grove, 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
7207 Forestview Lane N., Maple Grove, MN, 55369
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Regulatory History (1)
Customer Dispute
February 2021Other Business ActivitiesSells Insurance
Taylor is a borrower of a loan and sells life insurance through Taylor Insurance, dedicating a few hours per week to the latter. Taylor also operates Delta Capital Advisors as a DBA for LPL business and manages TJR Financial LLC and Ripka Holdings, LLC for tax/investment purposes, spending about two-thirds of their time on TJR Financial LLC and minimal time on Ripka Holdings, LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
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.