Colten Mellows is a registered investment advisor at LPL Financial LLC, based in Lewistown, MT, 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
224 W Main St, Suite 509, Lewistown, MT, 59457
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Colten owns Star M Barn LLC, renting out the barn for events, and Colten J Mellows Financial Services LLC, a DBA for his LPL business. He also offers investment services through Mariner Independent Advisor Network, dedicating full-time hours to this activity.
Employment History
Current Registrations
LPL Financial LLC
Mariner Advisor Network
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations30 states
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