Stephen Brennan is a CFP-designated registered investment advisor at LPL Financial LLC, based in Indianapolis, IN, 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
225 S East St Ste 156, Indianapolis, IN, 46202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen operates Elements Wealth Management as a DBA for his LPL business, focusing on LPL financial security business. This activity takes nearly all of Stephen's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations24 states
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