Kurt Philion is a registered investment advisor at LPL Financial LLC, based in Ada, MN, 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
410 W 2nd Street, Ada, MN, 56510
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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
Kurt operates under the DBAs Big Horn Financial Services, LLC and Big Horn Senior Solutions. He also provides investment advisory services through Great Valley Advisor Group, Inc., works as a voice-over artist, is an ambassador/promoter for BD&LL Screen Printing, and is an independent contractor for Colonial Life and an agent for Insurance Design Network, both involving insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Great Valley Advisor Group, LLC
Nylife Securities LLCBroker
State Registrations8 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.