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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Charles Schmidt is a financial advisor with LPL Financial LLC. Nathan is a Certified Financial Planner and has been in the industry since 2000. Nathan's office is located in Lincoln, NE, and he is registered to provide investment advice in Nebraska. Nathan has experience with individuals, businesses, charitable organizations, and pension plans.
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.
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NE
07/31/2024 - Present
LPL Financial LLC (LINCOLN NE)
NE
06/04/2020 - 10/19/2022
PURSHE KAPLAN STERLING INVESTMENTS (Lincoln NE)
NE
07/01/2002 - 06/03/2020
THRIVENT INVESTMENT MANAGEMENT INC. (Lincoln NE)
MN
07/20/2000 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 11/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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