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Credentials
Series 63, Series 65
Experience Industry experience
25 years
Location
Fairfield, MT 59436
LPL Enterprise
Institution
Jonathon Schenk is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he owns a truck sales business in Fairfield, MT. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by model portfolios, third-party asset management, and an integrated platform that includes insurance products and collateralized lending programs.
Based on LPL Enterprise
Financial planning and consulting services flat fees typically range from $0 to $15,000, negotiated per client agreement.
Commission-based compensation is received through insurance sales and broker-dealer services, including commissions and trails on insurance products and brokerage transactions.
Financial planning and consulting services fees can be hourly, typically up to $500 per hour.
Fee-only: Financial planning and consulting services offered for flat fees ranging from $0 up to $15,000 or hourly fees up to $500 per hour, fees negotiated.
Fairfield, MT
606 Central Ave
Fairfield MT 59436
Advisors at this office
1
Montana · Texas
25 years of industry experience
LPL Enterprise
2024 - Present • 2 years
Great Falls, MT
Prudential Insurance Company of America
2001 - Present • 25 years
Great Falls, MT
Pruco Securities, LLC.
2001 - 2024 • 23 years
Great Falls, MT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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