Columbus, NE 4121 23rd Street Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
About
LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that delivers advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies and other institutions. Its offerings include financial planning, wrap and model portfolio programs, third‑party asset management (TAMP) access, participant‑level retirement advice (IPA and OPA), and institutional platforms such as the Bank Wealth Program.
Advice and account management are provided primarily by IARs who may implement LPL Research model portfolios, third‑party subadvisors, or customized strategies on either a discretionary or non‑discretionary basis, with options spanning strategic and tactical allocations, direct indexing and alternative exposures. The brochure notes LPL’s use of machine‑learning and other advisor‑facing tools for operational and research support while stating those systems are not used to make investment decisions for clients.
What distinguishes LPL from many peers is the scale and breadth of its non‑advisory financial activities alongside its advisory platform—an affiliated insurance agency, a firm‑offered Secured Credit Account and credit‑card arrangements, and various recordkeeping and bank partnerships—combined with oversight of over $819 billion in discretionary assets and more than 22,800 advisors. The firm’s brochure also discloses multiple regulatory enforcement matters and indicates it does not advertise hypothetical performance in its materials.
Based on LPL Financial
Expertise
Based on LPL Financial
Location
4121 23rd Street
Columbus NE 68601
Advisors at this office
3
Advisors at this office
Linda P
Series 66
Columbus, NE
LPL Financial
Linda Price is a financial advisor with LPL Financial based in Columbus, NE, holding a Series 66 designation and three years of industry experience. She previously worked at Avantax Investment Services and Avantax Advisory Services. Outside of advising, she owns Caliber Construction, Inc. and maintains a CPA practice, Linda K Price CPA PC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage solutions, including financial planning and access to model portfolio programs and third-party asset managers.
Payton S
Series 66
Columbus, NE
LPL Financial
Payton Schlender is a financial advisor at LPL Financial in Columbus, NE, holding a Series 66 credential. Prior to joining LPL Financial in 2024, Payton worked at Elkhorn Valley Bank and held several roles in education and retail. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisors, combining advisory and non-advisory financial offerings.
Aaron K
Series 63, Series 66
Columbus, NE
LPL Financial
Aaron Kosch is a financial advisor with LPL Financial in Columbus, NE, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He previously worked at Securities America Inc. and operated Kosch Financial Inc. from 2010 to 2020. Kosch is also involved with the United Way and the Columbus Morning Rotary Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
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