BB
CFP
BB
CFP

Brian Bronk

15 Years of Experience
Gig Harbor, WA
BrokerSells Insurance

Brian Bronk is a CFP-designated registered investment advisor at LPL Financial LLC, based in Gig Harbor, WA, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

4423 Point Fosdick Dr Ste 202, Gig Harbor, WA, 98335

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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

Brian is involved with several business activities, including Gig Harbor Financial Services, Brian Bronk & Associates, Heggeness & Bronk CPA Group (where he spends about half his time), BRB Financial, and Brian Bronk LLC. He also sells non-variable insurance.

Employment History
Current Registrations
LPL Financial LLCBroker
June 2018 - Present · 7 yrs 11 mos
LPL Financial LLC
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2011 - July 2018 · 7 yrs 6 mos
Cetera Advisor Networks LLCBroker
December 2010 - July 2018 · 7 yrs 7 mos
State Registrations15 states
AZCACOFLIAIDMIMNMTNVORTNVAWAWI
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.