Lpl Financial LLC
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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
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 Morgenstern Work History
Robert has 12 years of experience.
Mrk Asset Management LLC
Sigma Planning Corporation
Sigma Financial Corporation
Robert Morgenstern has no disclosures.
Please visit their SEC profile for more details.
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