Brett Klein (CRD# 6189141) is an Investment Advisor Representative working at Lpl Financial LLC in Grand Island, NE and has over 10 years of experience in the finance industry.
CRD# 6337395
Eagle Strategies LLC
CRD# 808930
Allen Capital Group, LLC
CRD# 4581548
Allen Capital Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Grand Island, NE | Jul 2021 - Current | 2 |
| Jjb Enterprises, LLC | Kearney, NE | Jun 2020 - Jul 2021 | 1 |
| J2rhbk Inc. | Grand Island, NE | Sep 2017 - Jul 2021 | 3 |
| Flatwater Wealth, Inc. | Grand Island, NE | Sep 2017 - Jul 2021 | 3 |
| Resurrection Church | Grand Island, NE | Aug 2016 - Jul 2021 | 4 |
| Various Insurance Carriers For W & R Insurance Agencies | Grand Island, NE | Oct 2013 - Jul 2021 | 7 |
| Waddell & Reed Inc. | Grand Island, NE | May 2013 - Jul 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- NE
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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