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CFP
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CFP

Nathan Schmidt

LPL Financial LLC
26 Years of Experience
Lincoln, NE
BrokerSells Insurance
View SEC Summary
View SEC Summary

Nathan Schmidt is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lincoln, NE, with 26 years of industry experience. Nathan 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

5960 Vandervoort Dr.Suite 100, Lincoln, NE, 68516

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History

Regulatory History
Clean regulatory record

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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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
July 2024 - Present · 2 yrs 3 mos
LPL Financial LLCBroker
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2020 - October 2022 · 2 yrs 4 mos
Thrivent Advisor Network, LLC
May 2020 - July 2024 · 4 yrs 2 mos
Thrivent Investment Management INC.
July 2005 - June 2020 · 14 yrs 11 mos
Thrivent Investment Management INC.Broker
July 2002 - June 2020 · 17 yrs 11 mos
Lutheran Brotherhood Securities CORP.Broker
July 2000 - July 2002 · 2 yrs
State Registrations6 states
COKSMONEOHTX
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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