Travis Liesveld, financial advisor Lincoln NE
93 score

Travis Liesveld

CRD Number: 5580103
Current Firm: Lpl Financial LLC

Travis Liesveld (CRD# 5580103) is an Investment Advisor Representative working at Lpl Financial LLC in Lincoln, NE and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Lincoln, NE Jan 2013 - Current 3
Capital Cleaning Company, LLC Lincoln, NE Oct 2012 - Current 4
Lincoln Public Schools Lincoln, NE Oct 2012 - Current 4
Various Insurance Carriers For W & R Insurance Agencies Lincoln, NE Jan 2009 - Oct 2012 3
Waddell And Reed, Inc. Lincoln, NE Sep 2008 - Oct 2012 4
Capital Cleaning Company Lincoln, NE Apr 2011 - Nov 2011 < 1
Lincoln Public Schools Lincoln, NE Nov 2010 - Nov 2011 1
Mds Pharma Services Lincoln, NE Jan 2009 - Nov 2010 1
Liesveld Mainentance Lincoln, NE Jul 2005 - Jul 2009 4
Broadmoor Developement Omaha, NE Apr 2005 - Jan 2008 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2008
S63 Uniform Securities State Law Examination Oct 2008
Contact Info for Travis C. Liesveld
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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