Nathan Schmidt
Nathan Schmidt is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lincoln, NE, with 25 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
5960 Vandervoort Dr.Suite 100, Lincoln, NE, 68516
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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
Nathan is a co-owner of a real estate rental company and a business entity for tax/investment purposes, and an owner of a farm. He also provides manual labor and administrative assistance to Hawthorne Basement Finishing, and owns an insurance agency selling life and health insurance, dedicating a few hours per week to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Thrivent Advisor Network, LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations6 states
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