Karsten Melgaard, financial advisor Elbow Lake MN

Karsten Melgaard

CRD Number: 5251092
Current Firm: Lpl Financial LLC

Karsten Melgaard (CRD# 5251092) is an Investment Advisor Representative working at Lpl Financial LLC in Elbow Lake, MN and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Fargo, ND Jul 2023 - Current < 1
Bancwest Investment Services Fargo, ND Aug 2010 - Current 13
Bank Of The West Fargo, ND Aug 2010 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for Karsten D. Melgaard
Phone Number: 704-733-3300
Registered State(s):
  • MN
  • ND
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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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