BH
BH

Bleau Hoge

3 Years of Experience
Bismark, ND
BrokerSells Insurance

Bleau Hoge is a registered investment advisor at LPL Financial LLC, based in Bismark, ND, with 3 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

1725 Gold Dr, Bismark, ND, 58503

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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 ActivitiesSells Insurance

Bleau operates under the DBA Gate City Investment Services for his LPL business. He also owns Hoge Properties LLC, a real estate rental business, and serves in the North Dakota Army National Guard, dedicating minimal time and about 10-20% of his time respectively. Bleau is also a financial advisor for Simplicity Group and E4 Insurance Services, focusing on non-variable insurance products, dedicating a few hours per week to each.

Employment History
Current Registrations
LPL Financial LLC
July 2022 - Present · 4 yrs 2 mos
LPL Financial LLCBroker
April 2022 - Present · 4 yrs 5 mos
LPL Financial LLC
April 2022 - Present · 4 yrs 5 mos
State Registrations4 states
MNNDSDVA
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.
Bleau Hoge - Financial Advisor | TrueAdvisor