Lynn Friesen (CRD# 6418415) is an Investment Advisor Representative working at Lpl Financial LLC in Lincoln, NE and has over 9 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 |
| Premier Concessions | Lincoln, NE | May 2019 - Jul 2021 | 2 |
| Workwell | Lincoln, NE | Apr 2018 - Jul 2021 | 3 |
| Joel Vlasnik | Lincoln, NE | Jan 2017 - Jul 2021 | 4 |
| Choice Management LLC | Lincoln, NE | Jan 2017 - Jul 2021 | 4 |
| Various Insurance Carriers For W & R Insurance Agencies | Lincoln, NE | May 2015 - Jul 2021 | 6 |
| Waddell & Reed Inc. | Lincoln, NE | Nov 2014 - Jul 2021 | 6 |
| Nebraska Safety Council, Inc. | Lincoln, NE | May 2017 - May 2019 | 2 |
| Lincoln Human Resources Management Association | Lincoln, NE | Oct 2015 - Dec 2017 | 2 |
| Partnership For A Healthy Lincoln | Lincoln, NE | Sep 2015 - Dec 2017 | 2 |
| Lincoln Independent Business Association | Lincoln, NE | Jun 2016 - Nov 2016 | < 1 |
| B&r Stores, Inc. | Lincoln, NE | May 2011 - Jun 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- NE
- TX
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Total Assets Under Management463,475MILLIONS
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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
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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