Brittany Koch (CRD# 5095600) is an Investment Advisor Representative working at Lpl Financial LLC in Jackson, MN and has over 16 years of experience in the finance industry.
CRD# 6915913
Edward Jones
CRD# 3050508
Thrivent Investment Management Inc.
CRD# 2525091
Royal Fund Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Jackson, MN | Feb 2018 - Current | 6 |
| Sii Investments, Inc. | Spirit Lake, IA | Jul 2012 - Feb 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- MN
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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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