RB
CFP
RB
CFP

Ross Blount

13 Years of Experience
Broomfield, CO
1 DisclosureBrokerSells Insurance

Ross Blount is a CFP-designated registered investment advisor at LPL Financial LLC, based in Broomfield, CO, with 13 years of industry experience. Ross 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

42 Garden Ctr Unit 10, Broomfield, CO, 80020

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History

Regulatory History (1)
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Financial
January 2026
Final
Other Business ActivitiesSells Insurance

Ross operates Springbok Wealth Partners as a DBA for his LPL business, dedicating nearly full-time hours to it, including trading activities. He also engages in non-variable insurance activities, spending minimal time on it.

Employment History
Current Registrations
LPL Financial LLC
September 2023 - Present · 3 yrs 1 mo
LPL Financial LLC
September 2023 - Present · 3 yrs 1 mo
LPL Financial LLCBroker
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
U.S. Bancorp Investments, INC.
July 2020 - September 2023 · 3 yrs 2 mos
U.S. Bancorp Investments, INC.Broker
July 2020 - September 2023 · 3 yrs 2 mos
Raymond James Financial Services Advisors, INC
November 2015 - July 2020 · 4 yrs 8 mos
Raymond James Financial Services, INC.Broker
November 2015 - July 2020 · 4 yrs 8 mos
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
May 2014 - November 2015 · 1 yr 6 mos
Bancwest Investment Services, INC.Broker
May 2014 - November 2015 · 1 yr 6 mos
Edward Jones
October 2013 - March 2014 · 5 mos
Edward JonesBroker
July 2013 - March 2014 · 8 mos
State Registrations2 states
COUT
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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