Christian
Goeke
Lpl Financial LLC
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About this Advisor
Christian Goeke is a certified financial planner operating out of Saint Charles, Missouri who has 2 years of relevant experience. Goeke is currently employed by Lpl Financial LLC. Throughout their career, Goeke has worked at Edward Jones, Wells Fargo Advisors, Full Time Student, Waddell & Reed, Inc, Matthew Rose, Wells Fargo, Various Insurance Carriers For W&R Insurance Agencies, Stl Wealth Lp, Christian Goeke Enterprises, Inc, Christian Goeke Limited Partnership and Lpl Financial LLC. Goeke holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida, Illinois, Missouri and Texas. Lpl Financial LLC is a registered investment company based in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 people on staff. It manages $368 billion in assets under management among its 1,688,501 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm has a diverse 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. Financial advisory fees typically vary depending on which service is offered. However, fee types billed by Lpl Financial LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Christian Goeke Work History
Christian has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Stl Wealth Lp
Christian Goeke Enterprises, Inc
Christian Goeke Limited Partnership
Waddell & Reed, Inc
Matthew Rose
Various Insurance Carriers For W&R Insurance Agencies
Edward Jones
Wells Fargo Advisors
Full Time Student
Wells Fargo
Full Time Student
*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 Christian Goeke 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
Fort Mill, SC
Chico, CA
Fort Myers, FL
New Smyrna Beach, FL
Rahway, NJ
Chico, CA
Calabasas, CA
Atlanta, GA
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.
