Casey Herbolsheimer
Casey Herbolsheimer is a CFP-designated registered investment advisor at LPL Financial LLC, based in Norfolk, NE, with 21 years of industry experience. Casey 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
404 S 25th Street, Norfolk, NE, 68701
Get directionsHistory
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
Casey sells non-variable insurance through National Life Company, dedicating minimal time. Casey also operates under the DBA Elkhorn Valley Investments full-time, and is a writing agent for Blue Cross Blue Shield of NE, selling health and Medicare-related insurance products, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations13 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.
Exams
More Advisors
- Jeffry Phillips, CFPLPL Financial LLC
- Patricia Lammli, CFPCommonwealth Financial Network
- Terry Heimes, CFPCommonwealth Financial Network
- Jeb Nordby, CFPOsaic Wealth, INC.
- Brenden Olsen, CFPCommonwealth Financial Network
- Ryan Anderson, CFPCommonwealth Financial Network