Benjamin Loberg, financial advisor Holdrege NE

Benjamin Loberg

CRD Number: 6608005
Current Firm: Lpl Financial LLC

Benjamin Loberg (CRD# 6608005) is an Investment Advisor Representative working at Lpl Financial LLC in Holdrege, NE and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Holdrege, NE Feb 2020 - Current 4
The First State Bank Holdrege, NE Dec 2015 - Current 8
Securities America Advisors Holdrege, NE Feb 2016 - Feb 2020 4
Securities America Inc. Holdrege, NE Jan 2016 - Feb 2020 4
Central Community College Holdrege, NE Dec 2014 - Dec 2015 1
Home Federal Savings & Loan Assoc Of Ne Holdrege, NE Apr 2014 - Dec 2015 1
Central Bank Sioux City, IA Jan 2009 - Apr 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2016
Contact Info for Benjamin P. Loberg
Phone Number: 704-733-3300
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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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