Scott Lickteig is a registered investment advisor at LPL Financial LLC, based in Omaha, NE, with 29 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
9869 S 168th Ave, Suite 1B, Omaha, NE, 68136
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Scott is the President of First Covenant Foundation and a Trustee of Berglund Westlund Foundation, both board positions since January 2024. He dedicates minimal time to each role, primarily attending meetings and approving charitable disbursements.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Ameritas Advisory Services, LLC
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
First Union Securities, INC.Broker
AmeritradeBroker
State Registrations1 state
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.