Marcus Schmidt is a registered investment advisor at LPL Financial LLC, based in Lincoln, NE, with 3 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
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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
7160 S. 29th Street Ste 5, 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.
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Marcus operates his LPL business through Ferris Financial Group. He is also a board member of Rawlings Tigers Omaha, a non-profit, and co-owns Schmidt Business Ventures LLC and NEW MMDDJ Holdings LLC, both real estate rental companies, dedicating minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations26 states
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