Brian
Koch
Lpl Financial LLC
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About this Advisor
Brian Koch is a financial advisor based in Waupun, Wisconsin, working with Lpl Financial LLC. Brian has previously held positions at American Express Financial Advisors Inc and Lpl Financial LLC. Brian has passed the Series 63 regulatory exam and is registered to provide services in Wisconsin. Currently, Brian is part of Lpl Financial LLC, which operates out of Waupun, Wisconsin. 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
Brian Koch Work History
Lpl Financial LLC
American Express Financial Advisors Inc
Disclosures
Please visit the SEC profile of Brian Koch 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
Corvallis, OR
Fort Mill, SC
La Jolla, CA
San Diego, CA
San Diego, CA
Glen Arm, MD
Hyde Park, NY
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