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William Rahjes

11 Years of Experience
Gothenburg, NE
BrokerSells Insurance

William Rahjes is a registered investment advisor at LPL Financial LLC, based in Gothenburg, NE, with 11 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.

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Location

900 Lake Avenue, Gothenburg, NE, 69138

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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.

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Other Business ActivitiesSells Insurance

William operates under the DBA Investment Service Center for his LPL business. He also sells non-variable insurance products, including term life, fixed annuities, and Medicare supplements, dedicating a few hours per week to this activity. Additionally, William serves as the Mayor of the City of Gothenburg, spending minimal time on this role.

Employment History
Current Registrations
LPL Financial LLC
May 2024 - Present · 2 yrs 4 mos
LPL Financial LLC
May 2024 - Present · 2 yrs 4 mos
LPL Financial LLCBroker
May 2024 - Present · 2 yrs 4 mos
Previous Registrations
Securities America Advisors, INC.
March 2015 - May 2024 · 9 yrs 2 mos
Securities America, INC.Broker
November 2014 - May 2024 · 9 yrs 6 mos
State Registrations4 states
KSMNNESD
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.