Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhonda? Claim Your ProfileRhonda Ortmeier is a financial advisor with over 20 years of experience in the financial services industry. Rhonda has held previous roles at Robert W. Baird & Co. Incorporated, Princor Financial Services Corporation, Ameritas Investment Corp., Citigroup Global Markets Inc., and Dain Rauscher Incorporated. Currently, Rhonda is a registered representative with LPL Financial LLC, where she provides a wide range of financial services to individual and institutional clients. Rhonda is dedicated to helping her clients reach 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.
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
12/17/2021 - Present
LPL Financial LLC (GRAND ISLAND NE)
NE
07/16/2014 - 08/28/2020
ROBERT W. BAIRD & CO. INCORPORATED (OMAHA NE)
IA
10/12/2011 - 08/06/2012
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NE
02/04/2005 - 03/29/2011
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NY
07/12/2000 - 11/12/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/16/1998 - 10/19/1999
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
BOTH
Issued 05/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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