Jeffrey Nessel is a registered investment advisor at LPL Financial LLC, based in Overland Park, KS, with 45 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
7007 College Blvd Ste 270, Overland Park, KS, 66211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey operates Personal Financial Group as a DBA for his LPL business, dedicating nearly full-time hours during securities trading. He also works as a registered investment advisor representative (IAR) through Personal Financial Group and spends a few hours per week. Additionally, Jeffrey is a sitcom writer, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Personal Financial Group
Personal Financial Group
Bukaty Companies Financial Services
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State Registrations4 states
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