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Aaron Froehlich

LPL Enterprise, LLC
9 Years of Experience
Liberty, MO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Aaron Froehlich is a registered investment advisor at LPL Enterprise, LLC, based in Liberty, MO, with 9 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.

LPL Enterprise, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3131 advisors
Number of Clients
102,563 clients
Average Client Portfolio
$243K average
Assets Under Management
$24.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1528 NE 96th St, Suite A, Liberty, MO, 64068

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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 ActivitiesSells Insurance

Aaron is involved in several business activities, including Ehler Financial Group (DBA for LPL business), Serenity Now LLC (real estate rental and tax/investment purposes), Healthy Foundations Financial LLC (tax/investment purposes), Prudential Advisors (DBA for LPL business), and non-variable insurance activities. These activities collectively consume a significant amount of Aaron's time, with some taking up nearly full-time hours and others requiring minimal time.

Employment History
Current Registrations
LPL Enterprise, LLC
February 2025 - Present · 1 yr 8 mos
LPL Enterprise, LLCBroker
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - February 2025 · 1 yr 8 mos
Cetera Advisor Networks LLC
October 2020 - June 2023 · 2 yrs 8 mos
Cetera Advisor Networks LLCBroker
June 2017 - February 2025 · 7 yrs 8 mos
Hbw Securities LLCBroker
September 2016 - July 2017 · 10 mos
State Registrations31 states
ALARAZCACODCFLGAHIIAIDILINKSKYLAMDMNMONCNENHNYOHOKPASCTNTXVAWI
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.
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