Joni
Reiling
Lpl Financial LLC
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About this Advisor
Joni Reiling is a financial advisor who works in Fort Dodge, Iowa who has 3 years of relevant experience. Reiling is on the advisory team at Lpl Financial LLC. During their career, the advisor has held roles at Ameritas Investment Corp, Central Financial Group, Reiling Services Inc, Sii, Midwest Financial Solutions, LLC, Lpl Financial LLC and Greenstate Credit Union. Reiling maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Iowa and Texas. Lpl Financial LLC is a financial advisory business that has its headquarters in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 advisors. It administers $368 billion in assets between its 1,688,501 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are held by high-net-worth investors who have at least $1 million in assets. The business offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules usually are based on which services are provided. However, fees billed by Lpl Financial LLC can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Joni Reiling Work History
Joni has been registered as a financial advisor for 3 years.*
Lpl Financial LLC
Greenstate Credit Union
Sii
Midwest Financial Solutions, LLC
Reiling Services Inc
Ameritas Investment Corp
Central Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joni Reiling to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Worcester, MA
The Villages, FL
Aptos, CA
Naples, FL
Torrance, CA
Ann Arbor, MI
Corpus Christi, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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