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Jim O
Series 63, Series 65
Northbrook, IL
LPL Financial
Jim Ostach is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. from 2001 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches along with research from internal and third-party sources.
Manfred H
Series 63, Series 65
Northbrook, IL
LPL Financial
Manfred Hegwer Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2009 to 2022. Outside of his advisory role, he is a qualified notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party research, and a variety of management strategies.
Aron G
Series 63, Series 65
Northbrook, IL
LPL Financial
Aron Gorenstein is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His background includes roles at Raymond James Financial and multiple investment management firms he has founded or managed. He also serves as a FINRA arbitrator and is a licensed notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and proprietary research to support diversified investment strategies.
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