Jacob Hartke
Jacob Hartke is a registered investment advisor at LPL Financial LLC, based in Fairmont, MN, with 9 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
717 S State St Ste 100, Fairmont, MN, 56031-4470
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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
Jacob is an investment advisor representative (IAR) running an RIA firm, Elevation Point d/b/a Triple H Financial Services, dedicating nearly full-time hours. He also works as an insurance agent, providing insurance advice and using IFC National Marketing to facilitate insurance products, dedicating minimal time to each of these insurance-related activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lake Street
Purshe Kaplan Sterling InvestmentsBroker
Arete Wealth Management, LLCBroker
Elevation Point Wealth Partners, LLC
Sweet Financial Partners, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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.