Isaac Kline
Isaac Kline is a registered investment advisor at LPL Financial LLC, based in Salt Lake City, UT, 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
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
488 E Winchester St Ste 400, Salt Lake City, UT, 84107
Get directionsHistory
Regulatory History (1)
Financial
August 2016Other Business Activities
Isaac operates under several DBAs for his LPL business, including Wasatch Front Financial Advisors, The Adventure Van Advisor, and Western Front Wealth Advisors. He also has a business entity for tax/investment purposes and outside employment at Buckle.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations6 states
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.