Lpl Financial LLC
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About this Advisor
Kurt Steinkamp is an advisor in West Des Moines, Iowa. Currently an advisor with Lpl Financial LLC, they have accrued 10 years of practice as a registered investment advisor. Steinkamp holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Steinkamp is registered to work with customers in Iowa. Their career trajectory has included roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Lpl Financial, LLC. Lpl Financial LLC is based out of West Des Moines, Iowa, and operates out of 8,011 additional locations in the country. As a company, Lpl Financial LLC oversees $153 billion in assets across 680,466 client accounts and retains more than 22,703 people. The amount of assets the firm manages makes it one of the biggest firms in the country. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 23% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. 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's fees may include 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 Steinkamp Work History
Kurt has 10 years of experience.
Lpl Financial, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Wachovia Securities, LLC
Kurt Steinkamp has no disclosures.
Please visit their SEC profile for more details.