Tia Berend is a CFP-designated registered investment advisor at LPL Financial LLC, based in Columbus, 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
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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
2254 26th Avenue, Columbus, NE, 68601
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tia operates Schaecher Berend Wealth Management as a DBA for her LPL business and Berend Wealth Management, LLC for tax/investment purposes, dedicating full-time hours to each. She also engages in non-variable insurance sales through The Krause Agency, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations11 states
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