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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis P. Linkugel is a financial advisor who has been in the industry for over 30 years. Lewis P. Linkugel is currently registered with Osaic Wealth, Inc. in Nebraska. Lewis P. Linkugel has experience working with a variety of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. Lewis P. Linkugel also has experience providing financial planning services, portfolio management, and investment advisory services. Lewis P. Linkugel has a strong track record of success in helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NE
01/19/2024 - Present
Osaic Wealth, Inc. (LINCOLN NE)
NE
02/19/1998 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LINCOLN NE)
IN
01/15/1997 - 02/13/1998
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MN
11/01/1993 - 02/06/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 09/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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