Ross Krause
Ross Krause is a CFP-designated registered investment advisor at LPL Financial LLC, based in Glenview, IL, 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
Glenview, IL
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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
Ross is an insurance agent selling LTC and disability insurance, dedicating minimal time to it. He also operates Atkinson Wealth Strategies as a DBA for his LPL business full-time, and works as a freelance writer for about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Triad Investment Management
MML Investors Services, LLC
MML Investors Services, LLCBroker
Edward JonesBroker
Edward Jones
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations7 states
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