Jeremiah
Kauffman
Lpl Financial LLC
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About this Advisor
Jeremiah Kauffman is a financial advisor based in Bismarck, North Dakota, working with Lpl Financial LLC. Jeremiah has previously held positions at Edward Jones, Unepmloyed, 2 Bitz Cattle Comapny, Napoleon Sale Barn, 2 Bitz Cattle Company, J & P Livestock, Full-Time Student, Sauder Woodworking, Mary'S Bookkeeping And Tax Service, Wauseon Schools, Fsc, Osaic Wealth, Inc, and Lpl Financial. Jeremiah has passed the Series 66 regulatory exam and is registered to provide services in North Dakota. Currently, Jeremiah is part of Lpl Financial LLC, which operates out of Bismarck, North Dakota. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
Jeremiah Kauffman Work History
Lpl Financial
Osaic Wealth, Inc
Fsc
Edward Jones
Unepmloyed
2 Bitz Cattle Comapny
Napoleon Sale Barn
2 Bitz Cattle Company
Napoleon Sale Barn
J & P Livestock
Mary'S Bookkeeping And Tax Service
Sauder Woodworking
Full-Time Student
Sauder Woodworking
Wauseon Schools
Full-Time Student
Disclosures
Please visit the SEC profile of Jeremiah Kauffman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Ogden, UT
Melville, NY
South Burlington, VT
Cumberland, MD
The content in this profile was updated by SmartAsset on 6/19/2024. 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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