John Oestreich is a registered investment advisor at LPL Financial LLC, based in Lincoln, NE, with 28 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
August 2007Other Business Activities
John is involved with Financial Services Industry Publishing Company LLC, 37 Wealth (DBA for LPL business), 37 Tax, Inc (tax prep/accounting), and Oestreich, Inc (business entity for tax/investment purposes). These activities take about 10-20% of his time, a few hours per week, 10% of his time, and minimal time, respectively.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Pruco Securities CorporationBroker
State Registrations29 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.