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Jeff Iunker

Advisor at LPL Financial

Updated today

Location

Enumclaw, WA 98022

Credentials

Series 66

Industry experience

12 years

About

Jeff Iunker is a financial advisor with LPL Financial in Enumclaw, WA, holding a Series 66 designation and 12 years of industry experience. He previously worked at Invest Financial Corporation from 2015 to 2018 before joining LPL Financial. Outside of his advisory role, he leads seminars for government employees and is involved in providing life, long-term care, and fixed annuity insurance products. LPL Financial offers advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of investment and insurance products delivered through a large network of 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

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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

1231 Griffin Ave

Enumclaw, WA 98022

Most active in

Washington

Work history

LPL Financial

2018 - Present (8 years)

Invest Financial Corporation

2015 - 2018 (3 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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