Brooke Martin is a registered investment advisor at LPL Financial LLC, based in Omaha, NE, with 10 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
15001 W. Maple Road, Omaha, NE, 68116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brooke owns rental real estate since 2018, dedicating minimal time to it. She also works full-time for Veridian Investment Services as a DBA for LPL business since 2023.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLC
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Invest Financial Corporation
Invest Financial CorporationBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
State Registrations24 states
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