Jarrett Apa, financial advisor Rapid City SD

Jarrett Apa

CRD Number: 6140072
Current Firm: Lpl Financial LLC

Jarrett Apa (CRD# 6140072) is an Investment Advisor Representative working at Lpl Financial LLC in Rapid City, SD and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Rapid City, SD Sep 2023 - Current < 1
Bms Financial Advisors, LLC Rapid City, SD Jun 2016 - Current 7
Osaic Wealth, Inc. Rapid City, SD Sep 2023 - Sep 2023 < 1
Sagepoint Financial, Inc. Rapid City, SD Jun 2016 - Sep 2023 7
Lpl Financial LLC Spearfish, SD Dec 2013 - Jun 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Jarrett D. Apa
Phone Number: 704-733-3300
Registered State(s):
  • SD
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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