Colter Dziekan is a registered investment advisor at LPL Financial LLC, based in Altoona, WI, with 1 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
3707 Hamilton Ave., Altoona, WI, 54720
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Colter is a notary in Wisconsin since 2021. He also operates his LPL business through Johnson Runkel & Kraegenbrink, Inc. and owns two real estate rental properties, Goldline Storage LLC and another property, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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