Loren Kampschnieder
Loren Kampschnieder is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lincoln, NE, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
8025 Eiger Dr Ste 100, Lincoln, NE, 68516
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Regulatory History (1)
Customer Dispute
June 2013Other Business Activities
Loren is involved in several investment-related activities, including Kampy, Inc., farming, acting in a fiduciary capacity as a POA, C & C K FARMS, INC., real estate rental through LDLK Properties LLC, and operating 37 Wealth as a DBA for LPL business. All these activities require minimal time commitment.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.