Jennifer Broemeling
Jennifer Broemeling is a CFP-designated registered investment advisor at LPL Financial LLC, based in Huntington Beach, CA, with 14 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
5011 Argosy Ave Suite #13, Huntington Beach, CA, 92649
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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.
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Jennifer operates WISE Financial Solutions as a DBA for her LPL business. She also owns Loving Hearts Center, dedicating minimal time, and owns The Venusian Mt Shasta real estate rental, spending about 10-20% of her time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Invest Financial CorporationBroker
Invest Financial Corporation
LPL Financial LLC
LPL Financial LLCBroker
State Registrations17 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.