Kurtis
Pearson

Lpl Financial LLC

CRD#2075936
Investment Advisor
in West Des Moines, IA

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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

Series 63, Certified Financial Planner

Years of Experience

21 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

5550 Wild Rose Lane, Ste 400
West Des Moines, IA 50266

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

IA Average: $16,012,751,954
Total Number of Employees

22,790

IA Average: 118
Total Number of Accounts

786,525

IA Average: 4,567
Average Account Size

$202,281

IA Average: $3,506,186

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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
  • Other

Kurtis Pearson Work History

Kurtis has 21 years of experience.

1998 - Present (21 years)

Compass Financial Services

1997 - Present (22 years)

Lpl Financial, LLC

Disclosures

Kurtis Pearson has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

An Wetter
Fort Mill, SC
Thomas Graffeo
Pasadena, CA
George Klebart
Farmington, CT
Robert Norman
Birmingham, AL
Thomas Tulaney
Kingston, PA
Cameron Hubbard
Crystal Lake, IL
Ross Shull
Harrisonburg, VA
Lauren Gage
Huntington Beach, CA

This content was compiled from the SEC and FINRA.

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