Jessica Bricker is a CFP-designated registered investment advisor at LPL Financial LLC, based in Winona Lake, IN, with 8 years of industry experience. Jessica is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1401 Kings Hwy, Winona Lake, IN, 46590
Get directionsHistory
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 Activities
Jessica operates her LPL business under the DBA Winona Wealth Management, dedicating full-time hours to it. She is also an employee of KDJ Group for tax/investment purposes, but this is not investment-related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
State Registrations17 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.
Exams
More Advisors
- Brian Swinehart, CFPSym Financial Advisors
- Keith Beers, CFPSym Financial Advisors
- Gabriella Tucker, CFPSym Financial Advisors
- Tyler Ostrom, CFPSym Financial Advisors
- Scott Thieme, CFPEdward Jones