Jeffrey
Ricklefs

Lpl Financial LLC

CRD#5537585
Investment Advisor
in Missoula, MT

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About this Advisor

Jeffrey Ricklefs is a financial advisor working in Missoula, Montana, with a total of 12 years of work experience. Ricklefs currently works for Lpl Financial LLC. Over the course of their career, Ricklefs has held roles at Edward Jones and Lpl Financial, LLC. Ricklefs maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Montana. Lpl Financial LLC is a registered investment business based in Missoula, Montana. The firm has offices in 9,519 locations and a total of 23,035 people on staff. It oversees $208 billion in total assets between its 892,326 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 1,956 charitable organizations. Of its 892,326 client accounts, 28% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm performs 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 typically depend on which services the firm provides the client. However, fees charged by Lpl Financial LLC likely are comprised of any blend of 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

2307 Stephens Ave #A
Missoula, MT 59801

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

MT Average: $646,059,043
Total Number of Employees

23,035

MT Average: 13
Total Number of Accounts

892,326

MT Average: 661
Average Account Size

$232,867

MT Average: $977,396

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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

Jeffrey Ricklefs Work History

Jeffrey has 12 years of experience.

2017 - Present (4 years)

Lpl Financial, LLC

2008 - 2017 (9 years)

Edward Jones

Disclosures

Jeffrey Ricklefs has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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