Jeremiah
Kauffman

Lpl Financial LLC

CRD#7279176
Investment Advisor
in Bismarck, ND

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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

Series 66

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

Office Location

1929 N. Washington St, Ste Po
Bismarck, ND 58501

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

ND Average: 13
Total Number of Accounts

1,910,545

ND Average: 661
Average Account Size

$242,588

ND Average: $977,396

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

2024 - Present (0 year)

Lpl Financial

2023 - Present (1 year)

Osaic Wealth, Inc

2021 - 2023 (2 years)

Fsc

2020 - 2021 (1 year)

Edward Jones

2020 - 2020 (< 1 year)

Unepmloyed

2019 - 2019 (< 1 year)

2 Bitz Cattle Comapny

2019 - 2019 (< 1 year)

Napoleon Sale Barn

2018 - 2018 (< 1 year)

2 Bitz Cattle Company

2018 - 2018 (< 1 year)

Napoleon Sale Barn

2018 - 2018 (< 1 year)

J & P Livestock

2018 - 2018 (< 1 year)

Mary'S Bookkeeping And Tax Service

2017 - 2017 (< 1 year)

Sauder Woodworking

2016 - 2020 (4 years)

Full-Time Student

2016 - 2016 (< 1 year)

Sauder Woodworking

2014 - 2016 (2 years)

Wauseon Schools

2010 - 2016 (6 years)

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.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Elizabeth Brennan
Fort Mill, SC
Amanda Murray
Cohasset, MA
Charles Christy
Metairie, LA
Gregory Peebles
Dublin, CA
Philip Reed
South Portland, ME
Paul Wallin
San Antonio, TX
Yixuan Cheng
Austin, TX

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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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.

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