Alex Egstad (CRD# 6199204) is an Investment Advisor Representative working at Lpl Financial LLC in Tomah, WI and has over 3 years of experience in the finance industry.
CRD# 2176188
Equitable Advisors, LLC
CRD# 4925099
Edward Jones
CRD# 3051227
Mbe Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Tomah, WI | Apr 2020 - Current | 4 |
| Kohler Company | Kohler, WI | Jun 2015 - Mar 2020 | 4 |
| University Of Wisconsin - Whitewater | Whitewater, WI | Sep 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- TX
- WI
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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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