Ryan Krause
Ryan Krause is a CFP-designated registered investment advisor at LPL Financial LLC, based in Newport Beach, CA, 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
620 Newport Center Dr Suite 580, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2019Other Business Activities
Ryan operates Fortitude Wealth Management LLC as a DBA for his LPL business since December 2024. He also has Fortitude Wealth RTK, a business entity for tax/investment purposes, which takes nearly full-time hours per month, including a few hours during trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward Jones
Edward JonesBroker
State Registrations10 states
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.