Kenneth Nager is a registered investment advisor at LPL Financial LLC, based in Eagle, CO, 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
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
Eagle, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kenneth is involved in several outside business activities, including baggage handling/customer service, owning/directing Resort Books, working as a bartender at The Hythe Vail and Vail Resorts, and owning Treehouse Creations. He also owns Creative Investment Concepts, taking up all of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
State Registrations21 states
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