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Credentials
Series 66
Experience Industry experience
16 years
Location
Bruning, NE 68322
LPL Financial
Institution
David Frook is a Series 66 licensed financial advisor with 16 years of industry experience. He is currently with LPL Financial and also serves as Vice President of Wealth Management and Financial Planner at Bruning Bank. His prior experience includes roles at Securities America Advisors, Inc., Securities America, Inc., and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.
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
Bruning, NE
104 E. Main Street
Bruning NE 68322
Advisors at this office
2
Nebraska · Texas
16 years of industry experience
LPL Financial, LLC
2020 - Present • 6 years
Bruning, NE
Bruning Bank (Formerly: Bruning State Bank)
2011 - Present • 15 years
Bruning, NE
Securities America Advisors, Inc.
2011 - 2020 • 9 years
Brunning, NE
Securities America, Inc
2011 - 2020 • 9 years
Bruning, NE
Equitable Advisors
2010 - 2011 • 1 year
Lakewood, CO
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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