Unclaimed
Loren Kampschnieder is a financial advisor with LPL Financial LLC. Loren has been in the financial industry for 38 years and holds the Series 6, 7, 22, and SIE licenses. Loren is also registered with the state of Nebraska and Texas. Loren's certifications include the Certified Financial Planner designation. Loren has extensive experience in providing financial planning, investment advisory, and consulting services to individuals, businesses, and institutions.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NE
07/21/2021 - Present
LPL Financial LLC (LINCOLN NE)
NE
11/10/1983 - 07/21/2021
WADDELL & REED (LINCOLN NE)
BOTH
Issued 12/16/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/05/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Loren Kampschnieder is the right advisor for you? Invested Better is here to help.