Jordan Milbrath, financial advisor Springfield MN

Jordan Milbrath

CRD Number: 5993272
Current Firm: Lpl Financial LLC

Jordan Milbrath (CRD# 5993272) is an Investment Advisor Representative working at Lpl Financial LLC in Springfield, MN and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Springfield, MN Nov 2017 - Current 6
Cleveland Indians Cleveland, OH Jun 2012 - Aug 2019 7
Investment Centers Of America, Inc. Springfield, MN Jan 2015 - Nov 2017 2
New York Life Insurance Co Sioux Falls, SD Oct 2013 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2015
Contact Info for Jordan D. Milbrath
Phone Number: 704-733-3300
Registered State(s):
  • MN
  • 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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