Marc Haverkamp is a CFP-designated registered investment advisor at LPL Financial LLC, based in St. Paul, MN, with 7 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
1060 Dakota Drive, Ste 204, St. Paul, MN, 55120-5505
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marc operates MidAmerica Wealth Management, Inc and Bridge & Branch Wealth Partners as DBAs for his LPL business, dedicating full-time hours to each. He also engages in tax preparation and accounting through Breezy Meadows, MidAmerica Financial, and Dakota Tax Services, spending about 10-20% of his time on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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