Lpl Financial LLC
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About this Advisor
Robert Hallgren is a financial advisor based in West Des Moines, Iowa. Currently an advisor with Lpl Financial LLC, they have gathered 17 years of professional experience in the financial advisory industry. Hallgren holds a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Hallgren is registered to advise investors in Iowa. Over the course of their career, they have held roles at Invest Financial Corporation, Dowling Catholic High School and Lpl Financial LLC. Lpl Financial LLC is headquartered in West Des Moines, Iowa, and operates out of 8,011 locations in the United States. As an advisor firm, Lpl Financial LLC oversees $153 billion in assets across 680,466 client accounts and retains more than 22,703 people. The level of assets currently under the firm's management makes it one of the largest investment advisory 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 advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Lpl Financial LLC provides 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
Robert Hallgren Work History
Robert has 17 years of experience.
Lpl Financial LLC
Invest Financial Corporation
Dowling Catholic High School
Robert Hallgren has no disclosures.
Please visit their SEC profile for more details.