Orey Fey, financial advisor Edgerton MN

Orey Fey

CRD Number: 5869193
Current Firm: Lpl Financial LLC

Orey Fey (CRD# 5869193) is an Investment Advisor Representative working at Lpl Financial LLC in Edgerton, MN and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Edgerton, MN Jul 2021 - Current 2
First Christian Reformed Church Edgerton, MN Jan 2021 - Jul 2021 < 1
Edgerton Volunteer Ambulance Department Q Edgerton, MN Jan 2019 - Jul 2021 2
Various Insurance Carriers For W & R Insurance Agencies Edgerton, MN Dec 2014 - Jul 2021 6
Waddell & Reed, Inc. Edgerton, MN Jun 2014 - Jul 2021 7
Edgerton Chamber Of Commerce Edgerton, MN Jan 2015 - Dec 2018 3
Vanderstoep F&f Edgerton, MN Nov 2011 - May 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Orey B. Fey
Phone Number: 704-733-3300
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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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