Randy Oehrlein
Randy Oehrlein is a registered investment advisor at Lincoln Investment, based in Austin, TX, with 23 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
Austin, TX
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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
Randy works as an account manager for Combined Benefits Group, focusing on life and health insurance sales, taking more than half of his time. He is also the President of Randy Oehrlein, LLC and works under Oehrlein Insurance & Investments, both involved in health and life insurance sales, dedicating a few hours per week to each.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Lincoln Investment
Previous Registrations
Legend Advisory, LLC
Legend Equities CorporationBroker
Washington Square Securities, INC.Broker
State Registrations6 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.