Robert
Morgenstern

Lpl Financial LLC

CRD#5511111
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Robert Morgenstern is an investment advisor in Grand Rapids, Michigan. Currently a registered investment advisor at Lpl Financial LLC, Morgenstern has 11 years of practice as a financial advisor. Morgenstern has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Morgenstern is able to advise customers based out of Michigan. Over the course of their career, Morgenstern has held roles at Sigma Financial Corporation, Sigma Planning Corporation, Mrk Asset Management LLC, Spc and Lpl Financial. Lpl Financial LLC is located in Grand Rapids, Michigan, and has 9,519 offices in the United States. Overall, Lpl Financial LLC manages $159 billion in assets dispersed across 786,525 accounts and retains more than 22,790 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the United States. The firm manages 774,496 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 27% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

No

Office Location

4467 Cascade Rd. Se, Ste 4490
Grand Rapids, MI 49546

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

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

22,790

MI Average: 118
Total Number of Accounts

786,525

MI Average: 4,567
Average Account Size

$202,281

MI 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

Robert Morgenstern Work History

Robert has 12 years of experience.

2019 - Present (1 year)

Lpl Financial

2012 - 2019 (7 years)

Spc

2010 - 2012 (2 years)

Mrk Asset Management LLC

2009 - 2010 (1 year)

Sigma Planning Corporation

2008 - 2019 (11 years)

Sigma Financial Corporation

Disclosures

Robert Morgenstern has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jonathan Staiman
New York, NY
Franklin Borders
Charlotte, NC
Daniel Fowler
Pampa, TX
Mark Tonelli
Denver, CO
Steven Justice
San Diego, CA
Christopher Kemp
San Diego, CA

This content was compiled from the SEC and FINRA.

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