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Justin Rueter

10 Years of Experience
Swansea, IL
Broker

Justin Rueter is a registered investment advisor at LPL Enterprise, LLC, based in Swansea, IL, with 10 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3039 advisors
Number of Clients
86,726 clients
Average Client Portfolio
$217K average
Assets Under Management
$18.9B

Fee Structure

LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).

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Location

221 W Pointe Dr, Swansea, IL, 62226

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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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Employment History
Current Registrations
LPL Enterprise, LLC
November 2024 - Present · 1 yr 6 mos
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Pruco Securities, LLC.Broker
April 2024 - November 2024 · 7 mos
Prudential Financial Planning Services
April 2024 - November 2024 · 7 mos
PNC InvestmentsBroker
August 2019 - April 2024 · 4 yrs 8 mos
PNC Investments
August 2019 - April 2024 · 4 yrs 8 mos
Edward JonesBroker
May 2019 - July 2019 · 2 mos
Edward Jones
May 2019 - July 2019 · 2 mos
Compass Retirement Group LLC
December 2018 - February 2019 · 2 mos
Edward Jones
May 2015 - December 2018 · 3 yrs 7 mos
Edward JonesBroker
April 2015 - December 2018 · 3 yrs 8 mos
State Registrations3 states
COILMO
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.