Kiere Neulander
Kiere Neulander is a CFP-designated registered investment advisor at LPL Financial LLC, based in Malta, NY, with 15 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
10 Kendall Way, Malta, NY, 12020
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kiere operates Pioneer Wealth Management as a DBA for their LPL business since 2016 and works as a Branch Financial Professional at Pioneer Bank, dedicating about half their time. Kiere is also involved with Advisor Insurance Brokers selling non-variable insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Services LLCBroker
LPL Financial LLCBroker
Hsbc Securities (USA) INC.Broker
State Registrations15 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.