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CFP

Craig Forsberg

LPL Financial LLC
16 Years of Experience
Dublin, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Craig Forsberg is a CFP-designated registered investment advisor at LPL Financial LLC, based in Dublin, OH, with 16 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6037 Frantz Rd Ste 103, Dublin, OH, 43017-3320

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Craig operates Endurance Financial Planning as a DBA for his LPL business and as an insurance agency, dedicating about 10-20% of his time to each. He also has outside W-2 employment with IBS Security, taking about 20% of his time.

Employment History
Current Registrations
LPL Financial LLCBroker
December 2020 - Present · 5 yrs 10 mos
LPL Financial LLC
December 2020 - Present · 5 yrs 10 mos
Previous Registrations
Capital Analysts
April 2018 - December 2020 · 2 yrs 8 mos
Lincoln Investment
June 2017 - December 2020 · 3 yrs 6 mos
Lincoln InvestmentBroker
January 2017 - December 2020 · 3 yrs 11 mos
Legend Advisory, LLC
July 2013 - October 2019 · 6 yrs 3 mos
Legend Equities CorporationBroker
July 2013 - January 2017 · 3 yrs 6 mos
First Investors CorporationBroker
July 2010 - July 2013 · 3 yrs
State Registrations14 states
CACOFLGAILINKYLANJNVOHPASCTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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