Willard Kevin Fladager
Investment adviser representative at LPL Financial LLC
29 yearsExperience
11 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
29 years in the industry.
- LPL Financial LLCJul 2021 to now
- Msu Northern Alumni FoundationOct 2015 to Jul 2021
- High Plains Team LLCMay 2015 to Jul 2021
- Bee & Me Enterprises, Inc.Jan 2007 to Jul 2021
- Wk Fladager FarmsJun 2003 to Jul 2021
- Various Insurance Carriers for W & R Insurance AgenciesSep 1997 to Jul 2021
- Waddell & Reed, Inc.Jun 1997 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 11 states (CA, ID, KS, MI, MT, ND, NV, TX, WA, WI, WY).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2901834
- Firm CRD
- 6413