Kristopher J Jantzen
Investment adviser representative at LPL Financial LLC
24 yearsExperience
2 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
24 years in the industry.
- LPL Financial LLCOct 2020 to now
- American Airlines Federal Credit UnionAug 2019 to now
- Cetera Investment Advisers LLCAug 2019 to Oct 2020
- Cetera Investment Services LLCAug 2019 to Oct 2020
- Allstate Financial AdvisorsMar 2019 to Aug 2019
- Allstate Financial ServicesMar 2019 to Aug 2019
- Allstate Insurance CompanyFeb 2019 to Jul 2019
- Advancement Financial Services, L.L.C.Jul 2009 to Aug 2017
- The Advancement GroupAug 2008 to Aug 2017
- Self EmployedJan 2002 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
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
- 4515675
- Firm CRD
- 6413