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Michael O

Series 63, Series 65

Waterloo, IA

LPL Financial

Michael Ohrt is a financial advisor with LPL Financial in Waterloo, IA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work history includes positions at Linsco/Private Ledger Corp., UBS Financial Services, and Piper Sandler & Co. 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, model portfolios, third-party asset management, and institutional platforms.

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

Series 63

Waterloo, IA

LPL Financial

Casey Mclaughlin is a financial advisor with LPL Financial in Waterloo, Iowa, holding a Series 63 designation and 42 years of industry experience. He has worked with Linsco / Private Ledger and McLaughlin Investment Services since 2000. Outside of his advisory work, Mclaughlin serves as a notary public. 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 other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and a broad range of financial services.

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