Jeffrey Kusek (CRD# 4603470) is an Investment Advisor Representative working at Lpl Financial LLC in Lincoln, NE and has over 21 years of experience in the finance industry.
CRD# 6059380
Rbc Capital Markets, LLC
CRD# 5639065
Lpl Financial LLC
CRD# 4474690
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lincoln, NE | Jul 2021 - Current | 2 |
| John Oestreich | Lincoln, NE | Dec 2020 - Jul 2021 | < 1 |
| 37 Wealth | Lincoln, NE | Jan 2019 - Jul 2021 | 2 |
| Michael Haman | Lincoln, NE | Jan 2014 - Jul 2021 | 7 |
| Adam Mach | Lincoln, NE | Feb 2011 - Jul 2021 | 10 |
| Loren Kampschnieder | Lincoln, NE | Jan 2007 - Jul 2021 | 14 |
| Various Insurance Carriers For W&r Insurance Agencies | Lincoln, NE | Jan 2003 - Jul 2021 | 18 |
| Waddell & Reed Inc. | Lincoln, NE | Oct 2002 - Jul 2021 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2003 |
- NE
- TX
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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