Benjamin Paul Loberg
Advisor at LPL Financial — Holdrege, NE East Ave
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
10 years
Location
Holdrege, NE 68949
LPL Financial
Institution
Benjamin Loberg is a financial advisor with LPL Financial, holding a Series 66 registration and 10 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc from 2016 to 2020 and has been affiliated with The First State Bank since 2015. Outside of his advisory work, he serves as an exercise leader for the YMCA of the Prairie in Holdrege, Nebraska. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, with access to various investment strategies and operational support tools.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Holdrege, NE East Ave
401 East Ave
Holdrege NE 68949
Advisors at this office
1
Nebraska · Texas
10 years of industry experience
LPL Financial
2020 - Present • 6 years
Holdrege, NE
Securities America Advisors
2016 - 2020 • 4 years
Holdrege, NE
Securities America Inc
2016 - 2020 • 4 years
Holdrege, NE
The First State Bank
2015 - Present • 11 years
Holdrege, NE
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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