Lpl Financial LLC
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About this Advisor
Kurtis Pearson is a certified financial planner whose office is in West Des Moines, Iowa. Currently a registered financial advisor with Lpl Financial LLC, Pearson has an impressive 21 years of professional experience in the financial advisory industry. Pearson has a Series 63 license, certifying them as a securities agent. Pearson is able to act as an advisor in Iowa and Texas. During their career, Pearson has held roles at Compass Financial Services and Lpl Financial, LLC. Lpl Financial LLC is headquartered in West Des Moines, Iowa, and has 8,011 other offices in the nation. In total, Lpl Financial LLC oversees $153 billion in assets across 680,466 client accounts and employs more than 22,703 people. The firm's total assets under management places it among the biggest investment advisory firms in the United States. The firm manages 655,827 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 23% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Lpl Financial LLC offers 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
Kurtis Pearson Work History
Kurtis has 21 years of experience.
Compass Financial Services
Lpl Financial, LLC
Kurtis Pearson has disclosures.
Please visit their SEC profile for more details.
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