Nicholas
Bronson

Lpl Financial LLC

CRD#7089010
Investment Advisor
in Burlington, IA

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About this Advisor

Nicholas Bronson is a financial advisor based in Burlington, Iowa with 4 years of industry experience. Bronson works at Lpl Financial LLC. Over the course of their career, they have held roles at Lpl Financial LLC, Two Rivers Bank, Midwestone Bank, Kirkwood Community College, Pleasant Valley Golf Course, Gordmans, University Of Iowa and Southern Illinois University-Edwardsville. Bronson holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Iowa and Texas. Lpl Financial LLC is a business based out of Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 financial advisors. It administers $368 billion in assets under management among its 1,688,501 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are held by high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has a wide range of services, such as 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. Fees for financial management typically depend on which service is provided. Fees charged by Lpl Financial LLC can be comprised of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

Office Location

222 N Main St
Burlington, IA 52601

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

IA Average: $646,059,043
Total Number of Employees

31,366

IA Average: 13
Total Number of Accounts

1,688,501

IA Average: 661
Average Account Size

$217,956

IA Average: $977,396

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

Nicholas Bronson Work History

Nicholas has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Lpl Financial LLC

2017 - Present (7 years)

Two Rivers Bank

2016 - 2017 (1 year)

Midwestone Bank

2015 - 2015 (< 1 year)

Pleasant Valley Golf Course

2014 - 2016 (2 years)

Kirkwood Community College

2014 - 2015 (1 year)

Gordmans

2014 - 2014 (< 1 year)

Southern Illinois University-Edwardsville

2010 - 2013 (3 years)

University Of Iowa

*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 Nicholas Bronson 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

Eric Matthews
Fort Mill, SC
Joseph Praino
Purchase, NY
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
Boston, MA

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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