Lindsey Okstad, financial advisor Duluth MN

Lindsey Okstad

CRD Number: 5050896
Current Firm: Lpl Financial LLC

Lindsey Okstad (CRD# 5050896) is an Investment Advisor Representative working at Lpl Financial LLC in Duluth, MN and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Duluth, MN Jul 2021 - Current < 1
750 Lakeview LLC Duluth, MN Oct 2019 - Current 2
Various Insurance Carriers For W & R Insurance Agencies Esko, MN Jan 2006 - Current 15
Waddell & Reed, Inc. Duluth, MN Oct 2005 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2005
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Lindsey R. Okstad
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • CO
  • FL
  • KS
  • MN
  • MO
  • ND
  • SD
  • WI
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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