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Brandon Slaughter

Advisor at LPL Financial

Updated today

Location

Aurelia, IA 51005

Credentials

Series 66

Industry experience

24 years

About

Brandon Slaughter is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2018, following 13 years at Broker Dealer Financial Services Corp. Outside of his advisory role, he serves as a high school referee and assistant girls softball coach in Cherokee, Iowa. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

112 1/2 N Main St

Aurelia, IA 51005

Most active in

Iowa · Texas

Work history

LPL Financial

2018 - Present (8 years)

Cherokee State Bank

2018 - Present (8 years)

Broker Dealer Financial Services Corp.

2005 - 2018 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul F

Series 65

Cherokee, IA

Royal Fund Management, LLC

Paul Fokken is a financial advisor with Royal Fund Management, LLC, holding a Series 65 license and seven years of industry experience. He is also the sole proprietor of Fokken Financial Services, where he sells life, long-term care, and disability insurance as well as annuities. His previous roles include positions at Keller Insurance and Financial Services, Inc. and South Dakota State University. Royal Fund Management, LLC serves individuals, corporations, pension plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to implement investment strategies tailored to clients’ risk tolerances, and offers unique services such as access to select non-traded REITs and an options-writing overlay.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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Chad H

CFP®, Series 63, Series 65

Storm Lake, IA

Cambridge Investment Research Advisors

Chad Halder is a CFP® professional with 16 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2019. His prior experience includes roles at Cambridge Investment Research, Inc., Broker Dealer Financial Services Corp., and Citizens 1st National Bank, where he continues as a trust officer. He is also involved in community service as a board member of the Storm Lake Hy-Noon Kiwanis and the Iowa Trust Association. Cambridge Investment Research Advisors serves a wide range of clients including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing both model-based and individualized investment approaches across multiple account platforms.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive

Jacob R

CFP®, Series 66

Cherokee, IA

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management

Alexander G

CFP®, ChFC®, Series 66

Storm Lake, IA

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner
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Linda B

Series 66

Storm Lake, IA

STIFEL

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Bradford B

Series 63, Series 66

Storm Lake, IA

STIFEL

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