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Jason Hotzler

LPL Financial LLC
3 Years of Experience
Prior Lake, MN
1 DisclosureBroker
View SEC Summary
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Jason Hotzler is a registered investment advisor at LPL Financial LLC, based in Prior Lake, MN, with 3 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5116 Gateway St SE, Suite 101, Prior Lake, MN, 55372

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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.
Criminal
March 2006
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jason operates ProsperLane Financial as a DBA for his LPL business. This investment-related activity takes full-time hours.

Employment History
Current Registrations
LPL Financial LLC
April 2025 - Present · 1 yr 6 mos
LPL Financial LLCBroker
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Thrivent Investment Management INC.
September 2023 - April 2025 · 1 yr 7 mos
Thrivent Investment Management INC.Broker
September 2023 - April 2025 · 1 yr 7 mos
Edward Jones
April 2023 - July 2023 · 3 mos
Edward JonesBroker
March 2023 - July 2023 · 4 mos
State Registrations12 states
AKAZCAFLGAIDMNMONVSDWAWI
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.
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