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Andrew Strasburg

13 Years of Experience
Wapakoneta, OH
1 DisclosureBrokerSells Insurance

Andrew Strasburg is a registered investment advisor at LPL Financial LLC, based in Wapakoneta, OH, with 13 years of industry experience. Andrew 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.

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
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Location

110 West Mechanic Street, Wapakoneta, OH, 45895

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History

Regulatory History (1)
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Criminal
April 1997
Final Disposition
Other Business ActivitiesSells Insurance

Andrew operates Strasburg Financial Group as a DBA for his LPL business, dedicating nearly full-time hours to it. He also owns Strasburg Insurance Group, LLC, where he sells LTC and life insurance, spending a few hours per week on insurance sales and administration.

Employment History
Current Registrations
LPL Financial LLC
May 2024 - Present · 2 yrs 5 mos
LPL Financial LLC
May 2024 - Present · 2 yrs 5 mos
LPL Financial LLCBroker
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Lincoln Financial Securities Corporation
June 2013 - May 2024 · 10 yrs 11 mos
Lincoln Financial Securities CorporationBroker
May 2013 - May 2024 · 11 yrs
State Registrations8 states
CACOFLINKYOHTXVirgin Islands
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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