Loren Brandrup is a registered investment advisor at LPL Financial LLC, based in Brookfield, WI, 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
325 N. Corporate Dr. #100, Brookfield, WI, 53045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Loren operates Next Level Planning and Wealth Management as a DBA for his LPL business, dedicating nearly full-time hours to it. He also spends a few hours per week selling, and dedicates minimal time to a home-based sports memorabilia business.
Employment History
Current Registrations
LPL Financial LLC
Great Valley Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations7 states
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