Aaron
Rohrbaugh

Lpl Financial LLC

CRD#4608281
Investment Advisor
in New Bremen, OH

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About this Advisor

Aaron Rohrbaugh is a financial advisor based in New Bremen, Ohio, who has been in the advisory business for 10 years. Rohrbaugh works at Lpl Financial LLC. They have spent their whole time as a financial advisor at Lpl Financial Llc. Rohrbaugh maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Ohio. Lpl Financial LLC is an advisory firm that has its headquarters in New Bremen, Ohio. It has offices in 9,898 locations and a total of 28,744 advisors. It controls $404 billion in assets among its 1,517,995 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 3,162 charities and foundations. Of its 1,517,995 customer accounts, 31% are held by high-net-worth individuals who have greater than $1 million in assets. Lpl Financial LLC has a wide assortment 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 depend on which service is provided. Fee types billed by Lpl Financial LLC most likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

435 S. Washington St.
New Bremen, OH 45869

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$404,176,194,148

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

28,744

OH Average: 13
Total Number of Accounts

1,517,995

OH Average: 661
Average Account Size

$266,257

OH 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

Aaron Rohrbaugh Work History

Aaron has 10 years of experience.

2012 - Present (10 years)

Lpl Financial LLC

Disclosures

Aaron Rohrbaugh has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Scott Korn
Newton Lower Falls, MA
James King
Lakewood, CA
Kevin Porter
Endicott, NY
Stephen Meuris
San Francisco, CA
Larry Walck
Birmingham, AL
Mark Durant
Golden, CO

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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