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Kyle Patrick Lechtenberg

Advisor at Ameriprise — Oakland, NE 218 N Oakland Avenue

Updated today

Credentials

Series 66

Experience

4 years

Location

Oakland, NE 68045-1339

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,073 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Kyle Lechtenberg is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has prior experience with FBL Marketing Services, FBL Financial Group, and Midwest Vet Services. Outside of advising, he is involved in farming as an owner of NorthView Family Farms, LLC, and provides coaching and consulting services to farming clients on management and operational topics. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written retirement income plans and ongoing tax-aware withdrawal strategies.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Oakland, NE 218 N Oakland Avenue

218 N Oakland Avenue

Oakland NE 68045

Advisors at this office

1

Most active in

Nebraska · Texas

Work history

4 years of industry experience

Ameriprise

2026 - Present • 1 year

Oakland, NE

FBL Marketing Services, LLC

2025 - 2026 • 1 year

West Des Moines, IA

FBL Financial Group

2025 - 2026 • 1 year

West Des Moines, IA

Ameriprise

2022 - 2025 • 3 years

Oakland, NE

Midwest Vet Services

2020 - 2022 • 2 years

Oakland, NE

NorthView Family Farms, LLC.

2003 - 2026 • 23 years

Oakland, NE

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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Beth B

Series 63, Series 65

Scribner, NE

Thrivent Advisor Network, LLC

Beth Boyle is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. Her prior work includes positions at Purshe Kaplan Sterling Investments, Thrivent Financial for Lutherans, and Waddell & Reed. Outside of advising, she serves as chairperson of the Scrivner Sports Complex Board, participates in Scrivner Economic Development activities, and is a board member of Low Income Ministry of Dodge County. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm typically constructs diversified, long-term portfolios using low-cost mutual funds and ETFs, while offering access to independent managers and model portfolios.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
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Natalie S

Series 66

West Point, NE

Edward Jones

Natalie Stratman is a Series 66 licensed financial advisor with Edward Jones, based in West Point, Nebraska. She has two years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeffry P

CFP®, Series 63

West Point, NE

LPL Financial

Jeffry Phillips is a CFP® professional with 37 years of industry experience, currently affiliated with LPL Financial since 1995. Based in West Point, NE, he holds the Series 63 designation and has served as a member of the Midwest Bank NA 401(k) committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, supporting customized investment strategies with extensive operational and research resources.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Shawn M

Series 66

West Point, NE

LPL Financial

Shawn Macken is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. Prior to joining LPL Financial in 2021, he worked with firms including Expanse Holdings, LLC and Waddell & Reed, Inc. Outside of his advisory work, he is the owner and managing member of West Point Brewing Co., LLC, which operates a tap room and event space. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party management, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Marcus W

Series 66

West Point, NE

LPL Financial

Marcus Walton is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has worked at LPL Financial since 2019 and has prior experience with Waddell & Reed and State Farm. Walton is also involved with Expanse Risk Management and Kardinal Real Estate Solutions, LLC. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with an emphasis on both discretionary and non-discretionary investment strategies supported by advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Nathanial P

CFP®, Series 66

West Point, NE

LPL Financial

Nathanial Phillips is a CFP® professional with 12 years of experience in the financial industry, currently serving at LPL Financial since 2013. He operates under the DBA Midwest Wealth Management and is also involved as an agent with Premier Financial, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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