CG
CG

Christopher Grettum

12 Years of Experience
Hallock, MN
Broker

Christopher Grettum is a registered investment advisor at LPL Financial LLC, based in Hallock, MN, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

157 S 2nd St S, Hallock, MN, 56728

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Christopher works at American Federal Bank as part of his financial institution duty, dedicating nearly full-time hours to this role. He also operates under American Federal Investments as a DBA for his LPL business.

Employment History
Current Registrations
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 3 mos
LPL Financial LLC
February 2018 - Present · 8 yrs 3 mos
LPL Financial LLC
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Invest Financial Corporation
October 2013 - February 2018 · 4 yrs 4 mos
Invest Financial CorporationBroker
September 2013 - February 2018 · 4 yrs 5 mos
State Registrations16 states
AZCACOFLILKSMAMNMTNDNESDTXVAWAWI
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.
Christopher Grettum - Financial Advisor | TrueAdvisor