BA
BA

Brandon Askew

6 Years of Experience
Fargo, ND
1 DisclosureBroker

Brandon Askew is a registered investment advisor at LPL Financial LLC, based in Fargo, ND, with 6 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

3050 Sienna Dr S Ste 100, Fargo, ND, 58104

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History

Regulatory History (1)
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Criminal
October 2003
Final Disposition
Other Business Activities

Brandon operates several businesses, including Choice Financial Wealth Management, Choice Financial, Choice Wealth, and Halstenson Askew Wealth Advisors, all DBAs for his LPL business. He also provides investment advisory services through ICA Group Wealth Management, LLC, dedicating nearly full-time hours to this activity, and is a partner in TJB Properties LLC, GPFG LLC, and Halstenson & Askew Investments.

Employment History
Current Registrations
LPL Financial LLC
May 2019 - Present · 7 yrs
LPL Financial LLCBroker
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Ica Group Wealth Management, LLC
December 2021 - June 2023 · 1 yr 6 mos
State Registrations21 states
AKARAZCACOFLGAIAIDINKSMNMTNDORSDTXUTVAWAWI
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.