Callie Thiesen is a registered investment advisor at LPL Financial LLC, based in Fresno, CA, with 2 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
465 E. Fir Ave Suite 105, Fresno, CA, 93720-2975
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Callie operates her LPL business under two DBAs: Thiesen Dueker Financial Consulting Group and Thiesen Dueker Modern Wealth Management, dedicating full-time hours to the latter. She also works as a soccer coach at Clovis High School (about a quarter of her time) and holds outside employment at The Point Restaurant, Bar, & Patio (a few hours per week).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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