KR
ChFC
KR
ChFC

Kevin Reidinger

8 Years of Experience
Warren, NJ
1 DisclosureBrokerSells Insurance

Kevin Reidinger is a ChFC-designated registered investment advisor at LPL Enterprise, LLC, based in Warren, NJ, with 8 years of industry experience. Kevin 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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3138 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
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Location

30 Technology Drive South, Suite 1-Q, Warren, NJ, 07059

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2026
Closed-No Action
Other Business ActivitiesSells Insurance

Kevin operates under several DBAs for his LPL business, including Chartered Financial Services and New Providence Financial, offering insurance and investment services. These activities collectively take up a significant amount of Kevin's time, with one DBA requiring full-time commitment and another about half his time, while a website DBA takes minimal time.

Employment History
Current Registrations
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 11 mos
LPL Enterprise, LLC
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Prudential Financial Planning Services
March 2019 - November 2024 · 5 yrs 8 mos
Pruco Securities, LLC.Broker
April 2018 - November 2024 · 6 yrs 7 mos
State Registrations26 states
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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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