Grant Gohmann is a registered investment advisor at LPL Financial LLC, based in Rochester, IN, with 1 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
301 E. Ninth St., Rochester, IN, 46975
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Grant offers financial services through Parkland Securities LLC and SPC under the DBA Blue Chip Consultants. This activity takes Grant nearly full-time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Spc
Parkland Securities, LLCBroker
State Registrations2 states
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