Omaha, NE S 168th Ave Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,842

Across 10,470 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

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

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Based on LPL Financial

Occupation focus

Retired Founder/Business Owner Executive

Based on LPL Financial

Location

9869 S 168th Ave, Suite 1 B

Omaha NE 68136

Advisors at this office

7

Advisors at this office

user avatar

John C

CFP®, Series 63

Omaha, NE

LPL Financial

John Connealy is a CFP® professional with 39 years of industry experience, currently serving at LPL Financial since 2020. He has prior experience with Securities America Advisors, Inc. and Securities America, Inc., where he worked for 18 years, as well as a nearly three-decade tenure at Jfc Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, utilizing a range of financial planning, portfolio management, and institutional platforms.

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

Christopher A

Series 63, Series 65

Omaha, NE

LPL Financial

Christopher Allred is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at LPL Financial since 2020 and previously spent nine years at JFC Financial and Securities America Advisors. 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, asset management programs, and institutional platforms, supported by a large network of advisors and a variety of investment strategies.

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

Scott L

Series 63, Series 66

Omaha, NE

LPL Financial

Scott Lickteig is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Kestra Advisory, Americas Investment Corp, and Charles Schwab among others. He serves as chairman of the Berglund Westlund Foundation, a nonprofit organization based in Omaha. 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 a range of financial planning and portfolio management programs and supports advisors through proprietary research and technology tools.

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

Series 66

Omaha, NE

LPL Financial

Jeffrey Sietstra is a financial advisor with LPL Financial in Omaha, NE, holding a Series 66 designation and 20 years of industry experience. He previously worked for Securities America Advisors, Inc. and Securities America, Inc. for 20 years before joining LPL Financial in 2024. Outside of his advisory role, he owns a business called Sietstra Coaching. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, and supports its advisors with 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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Thomas C

CFP®, Series 63, Series 65

Omaha, NE

LPL Financial

Thomas Cook is a Certified Financial Planner® affiliated with LPL Financial, bringing 27 years of industry experience. He has previously worked with JFC Financial Services and Securities America in various capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and retirement advice, supported by a broad platform that includes strategic and tactical allocations and institutional services.

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

Thomas M

Series 63, Series 65

Omaha, NE

LPL Financial

Thomas Mcdonald is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2020. Prior to that, he was with Securities America Advisors, Inc. and Securities America, Inc. for over 20 years. In addition to his advisory work, he is involved with Mcdonald Enterprises, Inc., an insurance agency where he serves as an agent for long-term care and term life insurance. 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 and third-party asset management, supported by a network of investment adviser representatives and various institutional platforms.

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

Taylor C

Series 66

Omaha, NE

LPL Financial

Taylor Cleveland is a financial advisor with LPL Financial in Omaha, NE, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Securities America Advisors and JFC Financial Services. 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 provides a range of advisory and brokerage solutions, including financial planning and access to third-party asset management programs, supported by a large network of investment adviser representatives.

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