Jennifer Drinkle is a registered investment advisor at LPL Enterprise, LLC, based in Green River, WY, with 6 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
Green River, WY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer operates under the DBA Wyoming Wealth Management, dedicating full-time hours to this investment-related activity. She also works as a notary and serves as treasurer for Cowboys Against Cancer, a non-profit, spending a few hours per week on the latter.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
LPL Financial LLCBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
State Registrations4 states
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