Robert
Hallgren

Lpl Financial LLC

CRD#5684806
Investment Advisor
in West Des Moines, IA

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About this Advisor

Robert Hallgren is a certified financial planner who works in West Des Moines, Iowa who has 5 years of industry experience. Hallgren is currently employed by Lpl Financial LLC. Over the course of their career, they have held roles at Dowling Catholic High School, Invest Financial Corporation and Lpl Financial LLC. Hallgren holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Iowa. Lpl Financial LLC is a company headquartered in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 financial advisors. It manages $368 billion in assets under management across its 1,688,501 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 accounts, 31% belong to high-net-worth individuals who have greater than $1 million in assets. Lpl Financial LLC has a number 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 charged by financial advisors largely depend on the services offered. However, fee types charged by Lpl Financial LLC likely include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 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

7601 Office Plaza Dr N # 126
West Des Moines, IA 50266

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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

Robert Hallgren Work History

Robert has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Lpl Financial LLC

2001 - Present (23 years)

Dowling Catholic High School

2009 - 2018 (9 years)

Invest Financial Corporation

*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 Robert Hallgren 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
Daniel Mehan
Chico, CA
Rebecca Chiccino
Charlestown, MA
Scott Feher
Walnut Creek, CA
Tracy Marlin
Newport Beach, CA
Joseph Praino
Purchase, NY
John Gehlhaart
Waukesha, WI
Joseph Sarbello
Sea Girt, NJ

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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