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KL
CFP
KL
CFP

Konner Lessard

LPL Financial LLC
6 Years of Experience
Vancouver, WA
Broker
View SEC Summary
View SEC Summary

Konner Lessard is a CFP-designated registered investment advisor at LPL Financial LLC, based in Vancouver, WA, with 6 years of industry experience. Konner 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

16701 SE Mcgillivray Blvd #265, Vancouver, WA, 98683

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Konner operates The Gorge Wealth Advisors as a DBA for his LPL business, dedicating full-time hours to it. He also works for Reaves & Co CPA PS doing tax preparation/accounting for a few hours per week, and spends minimal time on graphic design for Northwest Auto Accessories and managing DH Moore Family LLC and Disc Co LLC.

Employment History
Current Registrations
LPL Financial LLC
October 2023 - Present · 3 yrs
LPL Financial LLCBroker
October 2023 - Present · 3 yrs
Previous Registrations
Cetera Advisors LLC
August 2020 - October 2023 · 3 yrs 2 mos
Cetera Advisors LLCBroker
October 2019 - October 2023 · 4 yrs
State Registrations8 states
AZCAHIIDKYMTORWA
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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