Coltin Brehm
Coltin Brehm is a registered investment advisor at LPL Financial LLC, based in Menomonie, WI, with 7 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
2919 Schneider Ave Se, Menomonie, WI, 54751
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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
Coltin owns real estate rental properties through Brehm Built LLC and Brehm Built Modern Lodging. He is also a wrestling coach for Menomonie School District and affiliated with Waznik Heike Group, LLC, selling non-variable insurance and as a DBA for his LPL business, spending full-time on the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations18 states
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