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CFP

Loren Kampschnieder

LPL Financial LLC
42 Years of Experience
Lincoln, NE
1 DisclosureBroker
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Loren Kampschnieder is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lincoln, NE, with 42 years of industry experience. Loren is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

8025 Eiger Dr Ste 100, Lincoln, NE, 68516

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2013
Denied
View Full SEC ReportHow to Read Disclosures
Other 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 LLCBroker
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLC
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Waddell & Reed
July 1997 - July 2021 · 24 yrs
Waddell & ReedBroker
November 1983 - July 2021 · 37 yrs 8 mos
State Registrations31 states
ARAZCACOCTDCFLGAIAILINKSLAMAMDMIMNMONDNENMNYOHOKORTXVAWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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