Lincoln, NE Eiger Dr Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
About
LPL Financial is an SEC‑registered investment adviser and broker‑dealer that serves individuals (including high‑net‑worth and non‑HNW clients), retirement plans and plan participants, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives (IARs). The firm offers financial planning, a variety of advisory programs (wrap, model and TAMP offerings), retirement plan consulting, 529 account management, and brokerage services, with program descriptions and client agreements provided through the IARs.
The firm provides both discretionary and non‑discretionary management across its programs and makes available model portfolios and research from LPL Research, third‑party subadvisors, and TAMP sponsors; LPL Research describes strategic (three‑ to five‑year) and tactical model approaches and supports diversified and alternative strategies. LPL also offers overlay portfolio management, direct indexing options, the Bank Wealth Program for institutional clients, and participant advice programs (IPA/OPA), and discloses use of technologies such as machine learning along with broad risk disclosures for many security types.
Compared with many peers, LPL’s brochure documents a substantial scope of non‑advisory product activity—an affiliated insurance agency (LPLIA) and continued insurance product sales by IARs, a collateralized lending program including LPL’s Secured Credit Account, and a credit‑card offering through a partner bank—alongside its advisory businesses. The brochure also discloses that LPL advertises performance results but does not present hypothetical performance, and it includes a summary of recent regulatory enforcement matters and remedial undertakings.
Based on LPL Financial
Location
8025 Eiger Dr Ste 100
Lincoln NE 68516
Advisors at this office
6
Advisors at this office
John O
Series 63, Series 65
Lincoln, NE
LPL Financial
John Oestreich is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2021. His prior roles include positions at 37 Tax, Inc, 37 Wealth, Proteus, and Waddell & Reed, Inc. Oestreich is also involved in financial services publishing and tax preparation businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.
Jeffrey K
Series 63, Series 65
Lincoln, NE
LPL Financial
Jeffrey Kusek is a financial advisor with LPL Financial in Lincoln, Nebraska, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at John Oestreich, 37 Wealth, Michael Haman, Adam Mach, Loren Kampschnieder, various insurance carriers for W&R Insurance Agencies, and Waddell & Reed Inc. 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, retirement consulting, and brokerage services supported by research, model portfolios, and technologies such as machine learning.
Loren K
CFP®, Series 66
Lincoln, NE
LPL Financial
Loren Kampschnieder is a CFP®-certified financial advisor with over 40 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes long-term roles at Waddell & Reed, Inc. and various insurance carriers, spanning nearly four decades. He is also involved in agricultural business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.
Benjamin T
CFP®, Series 63, Series 66
Lincoln, NE
LPL Financial
Benjamin Thiele is a CFP® with nine years of industry experience, currently advising clients at LPL Financial. His prior roles include positions at Focus Partners Wealth, Buckingham Strategic Wealth, Morgan Stanley, and TD AMERITRADE. Early in his career, he was involved with Lincoln Parks and Recreation and Lincoln Catholic Youth Sports. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and technology-driven strategies.
Adam M
CFP®, Series 63, Series 65
Lincoln, NE
LPL Financial
Adam Mach is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include work at 37 Tax, Inc., 37 Wealth, KAM Enterprises, and Waddell & Reed, Inc. He has experience in both investment and insurance sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, leveraging model portfolios, research, and technology-driven investment strategies.
Michael H
CFP®, Series 63, Series 65
Lincoln, NE
LPL Financial
Michael Haman is a financial advisor with LPL Financial in Lincoln, NE, holding a CFP® designation and Series 63 and 65 licenses. He has 19 years of industry experience, including previous roles at Waddell & Reed, Inc., various insurance carriers, and his own tax and wealth firms. Outside of his advisory work, he owns and operates a financial education website. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement consulting, and model portfolio management supported by research from LPL and third parties.
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