Craig Forsberg
Craig Forsberg is a CFP-designated registered investment advisor at LPL Financial LLC, based in Dublin, OH, 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
6037 Frantz Rd Ste 103, Dublin, OH, 43017-3320
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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
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
LPL Financial LLC
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Legend Advisory, LLC
Legend Equities CorporationBroker
First Investors CorporationBroker
State Registrations14 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.