Mary Oestmann
Mary Oestmann is a registered investment advisor at LPL Financial LLC, based in Lincoln, NE, with 27 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
300 N 44th St. Suite101, Lincoln, NE, 68503
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mary operates Midwest Choice Financial as a DBA for her LPL business, dedicating full-time hours to it. She also manages a real estate rental (duplex) and a business entity for tax/investment purposes, and spends minimal time on non-variable insurance activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Edward JonesBroker
Pruco Securities CorporationBroker
State Registrations13 states
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