Kimberly Barfknecht is a registered investment advisor at LPL Financial LLC, based in Madison, WI, with 8 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
25 W. Main Street, Ste 200, Madison, WI, 53703
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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.
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Kimberly has several investment-related activities, including DBAs for her LPL business and a financial institution duty as an advisor at Old National Bank, dedicating minimal time to the latter. She is also a notary in Wisconsin.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations10 states
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