Lpl Financial LLC
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About this Advisor
Kurt Maher is an advisor in West Des Moines, Iowa. Currently a registered investment advisor at Lpl Financial LLC, Maher has 13 years of practice as an investment advisor. Maher has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Maher is registered to act as a financial advisor in Iowa, Minnesota, Missouri and Nebraska. Over the course of their career, Maher has held roles at Invest Financial Corporation and Lpl Financial LLC. Lpl Financial LLC is headquartered in West Des Moines, Iowa, and has 8,011 other brick-and-mortar locations in the United States. Overall, Lpl Financial LLC oversees $153 billion in assets throughout 680,466 client accounts and employs more than 22,703 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the United States. The firm manages 655,827 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 23% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Lpl Financial LLC can provide 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Kurt Maher Work History
Kurt has 13 years of experience.
Lpl Financial LLC
Invest Financial Corporation
Kurt Maher has no disclosures.
Please visit their SEC profile for more details.
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