NP
NP

Nathaniel Pecherek

10 Years of Experience
Jefferson City, MO
Broker

Nathaniel Pecherek is a registered investment advisor at LPL Financial LLC, based in Jefferson City, MO, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

748 W Stadium Blvd #101, Jefferson City, MO, 65109-4752

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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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Other Business Activities

Nathaniel owns rental real estate and a DBA for his LPL business. He also has a business entity, Golden Aspen LLC, for tax/investment purposes, dedicating minimal time to it, and a loan related to Golden Aspen LLC.

Employment History
Current Registrations
LPL Financial LLC
September 2022 - Present · 3 yrs 8 mos
LPL Financial LLCBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Ares Wealth Management Solutions, LLCBroker
June 2018 - February 2022 · 3 yrs 8 mos
Northstar Securities, LLCBroker
March 2016 - May 2018 · 2 yrs 2 mos
Curian Clearing, LLCBroker
September 2015 - March 2016 · 6 mos
State Registrations8 states
ALAZCOFLIAKSMONC
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.
Nathaniel Pecherek - Financial Advisor | TrueAdvisor