Kristin
Hanneman
Lpl Financial LLC
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About this Advisor
Kristin Hanneman is a financial advisor operating in Vancouver, Washington with a total of 2 years of relevant experience. Hanneman is an advisor for Lpl Financial LLC. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc (7691), Bank Of America, Na, Morgan Stanley, Morgan Stanley Private Bank, National Association, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Legacy Salmon Creek Hospital, March Estates Homeowner'S Association, Dollarfor.Org and Lpl Financial LLC. Hanneman has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Washington. Lpl Financial LLC is a registered investment firm operating out of Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 people on staff. It controls $368 billion in total assets between its 1,688,501 accounts, placing it among the largest firms in the country by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth individuals who have at least $1 million in assets. The company offers 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. Financial management fees usually depend on the type of services offered. However, fees charged by Lpl Financial LLC can include any blend 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
Kristin Hanneman Work History
Kristin has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
Dollarfor.Org
Legacy Salmon Creek Hospital
March Estates Homeowner'S Association
Morgan Stanley Private Bank, National Association
Morgan Stanley
Bank Of America, Na
Merrill Lynch, Pierce, Fenner & Smith Inc (7691)
*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 Kristin Hanneman 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
Hanover, PA
Naples, FL
Worcester, MA
Aptos, CA
Pittsburgh, PA
Houston, TX
Denver, CO
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.
