Alex Egstad, financial advisor Tomah WI

Alex Egstad

CRD Number: 6199204
Current Firm: Lpl Financial LLC

Alex Egstad (CRD# 6199204) is an Investment Advisor Representative working at Lpl Financial LLC in Tomah, WI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Tomah, WI Apr 2020 - Current < 1
Kohler Company Kohler, WI Jun 2015 - Mar 2020 4
University Of Wisconsin - Whitewater Whitewater, WI Sep 2011 - May 2015 3
Tomah High School Tomah, WI Sep 2007 - Jun 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2020
Contact Info for Alex R. Egstad
Phone Number: 704-733-3300
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    207,793
    MILLIONS
  • Total Number of Accounts
    892,326
    ACCOUNTS
  • Average Account Value
    $232,867
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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