Morten Kjerland, financial advisor Wasilla AK

Morten Kjerland

CRD Number: 4271260
Current Firm: Lpl Financial LLC

Morten Kjerland (CRD# 4271260) is an Investment Advisor Representative working at Lpl Financial LLC in Wasilla, AK and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Anchorage, AK Jul 2021 - Current 2
Gratia, LLC Anchorage, AK Sep 2019 - Current 4
Mnk Incorporated Anchorage, AK Apr 2017 - Current 7
Various Insurance Carriers For W & R Insurance Agencies Anchorage, AK Jan 2001 - Jul 2021 20
Waddell & Reed, Inc. Wasilla, AK Sep 2000 - Jul 2021 20
Rilke Schule Academic Policy Committee Anchorage, AK May 2015 - Feb 2019 3
Alyeska Ski & Snowboard Club Anchorage, AK Feb 2011 - Jun 2018 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2000
Contact Info for Morten N. Kjerland
Phone Number: 704-733-3300
Registered State(s):
  • AK
  • CA
  • CO
  • FL
  • ID
  • IL
  • IN
  • LA
  • MN
  • MO
  • MT
  • NV
  • NM
  • NC
  • OH
  • TX
  • UT
  • VA
  • WA
  • WI
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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