Charles
Orngard
Lpl Financial LLC
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About this Advisor
Charles Orngard is a financial advisor operating in Ames, Iowa, who has been in the industry for 15 years. Orngard works at Lpl Financial LLC. They have been an employee of Lpl Financial Llc for all of their career. Orngard holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado and Iowa. Lpl Financial LLC is a firm headquartered in Ames, Iowa. The firm has offices in 9,898 locations and a total of 28,744 employees. It manages $404 billion in total assets across its 1,517,995 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 3,162 charitable organizations. Of its 1,517,995 accounts, 31% belong to high-net-worth investors who have greater than $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management typically are based on which services the firm provides the client. However, fees billed by Lpl Financial LLC likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Lpl Financial LLC Brokerage Details
$404,176,194,148
28,744
1,517,995
$266,257
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Charles Orngard Work History
Charles has 15 years of experience.
Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)
Disclosures
Charles Orngard has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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