Derrick Meier is a registered investment advisor at LPL Financial LLC, based in Sun Prairie, WI, with 10 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
186 S City Station Dr., Sun Prairie, WI, 53590
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Derrick operates under the DBA Johnson Financial Group Financial Advisors for his LPL business since 2022 and is an assistant golf coach for the Waunakee Boys Golf Team since 2019, dedicating about 10% of his time to coaching. He also receives referral compensation from Johnson Financial Group's Trust Department, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations11 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.