Jeffrey Grund
Jeffrey Grund is a registered investment advisor at LPL Financial LLC, based in Indianapolis, IN, with 49 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
8465 Keystone Xing Ste 195, Indianapolis, IN, 46240
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey sells traditional life insurance since 2001 and offers retirement counseling services. Since 2013, he also sells individual health insurance, long-term care, and non-variable life insurance policies, dedicating minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Jefferson Pilot Securities CorporationBroker
Hartford Equity Sales Company INC.Broker
Phoenix Equity Planning CorporationBroker
Nel Equity Services CorporationBroker
Nml Equity Services, INC.Broker
State Registrations8 states
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.