KL
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Kenneth Leeuwen

44 Years of Experience
Princeton, NJ
1 DisclosureBrokerSells Insurance

Kenneth Leeuwen is a registered investment advisor at LPL Financial LLC, based in Princeton, NJ, with 44 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

281 Witherspoon St Ste 220, Princeton, NJ, 08540

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2009
Withdrawn
Other Business ActivitiesSells Insurance

Kenneth operates his LPL business under Van Leeuwen & Co. LLC and is a registered investment advisor with the same company, dedicating full-time hours to it. He also sells long-term care insurance through Crump Insurance Services and non-variable insurance through Equitable Brokerage Services, spending minimal time on each.

Employment History
Current Registrations
LPL Financial LLC
May 2024 - Present · 2 yrs 2 mos
LPL Financial LLCBroker
July 1995 - Present · 31 yrs
Previous Registrations
Van Leeuwen & Company, LLC
May 2004 - June 2024 · 20 yrs 1 mo
LPL Financial LLC
May 1996 - November 2015 · 19 yrs 6 mos
Investacorp, INC.Broker
August 1989 - July 1995 · 5 yrs 11 mos
Integrated Resources Equity CorporationBroker
December 1987 - September 1989 · 1 yr 9 mos
Shearson Lehman Brothers INC.Broker
December 1984 - December 1987 · 3 yrs
Lebenthal & CO., INC.Broker
August 1983 - December 1984 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1981 - April 1983 · 1 yr 9 mos
State Registrations26 states
AZCACOCTDEFLHIIDILMAMDMEMONCNHNJNVNYOHPARISCTXUTVAWI
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.