Cory Hoagstrom
Cory Hoagstrom is a registered investment advisor at LPL Financial LLC, based in Lincoln, NE, with 22 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
Cory operates Midwest Choice Financial as a DBA for his LPL business and Hoagstrom Financial Services Inc. for tax/investment purposes, dedicating nearly full-time hours to each. Cory also sells life, health, disability, long-term care, and fixed annuities, spending about 10-20% of his time on this, and owns CB Woodworking, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Bfc Planning, INC.
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations7 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.