Michael OhrtCRD Number: 1778696
Current Firm: Lpl Financial LLC
Michael Ohrt (CRD# 1778696) is an Investment Advisor Representative working at Lpl Financial LLC in Waterloo, IA and has over 18 years of experience in the finance industry.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
State Farm Investment Management Corp.
|Linsco/private Ledger Corp.||Waterloo, IA||Jun 2007 - Current||9|
|Ubs Financial Services Inc.||Waterloo, IA||Aug 2006 - Jun 2007||< 1|
|Piper Jaffray Inc.||Waterloo, IA||Aug 1998 - Aug 2006||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S65||NASAA Investment Advisors Law Examination||Nov 1998|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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