Aaron
Kosch

Lpl Financial LLC

CRD#4651207
Investment Advisor
in Columbus, NE

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About this Advisor

Aaron Kosch is a financial advisor operating out of Columbus, Nebraska with 3 years of relevant experience. Kosch currently works for Lpl Financial LLC. The advisor has gained experience at Securities America Inc, Securities America Advisors, Aaron Kosch, Columbus Morning Rotary Club, United Way, Kosch Financial Inc and Lpl Financial LLC. Kosch maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to advise clients in Nebraska and Texas. Lpl Financial LLC is a business based in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 people on staff. It handles $368 billion in total assets between its 1,688,501 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Lpl Financial LLC performs a number of services, such as 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. A financial advisor's fee schedules largely are based on which service is offered. However, fees charged by Lpl Financial LLC can include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

4121 23Rd Street
Columbus, NE 68601

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

NE Average: $646,059,043
Total Number of Employees

31,366

NE Average: 13
Total Number of Accounts

1,688,501

NE Average: 661
Average Account Size

$217,956

NE Average: $977,396

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

Aaron Kosch Work History

Aaron has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lpl Financial LLC

2011 - Present (13 years)

United Way

2007 - Present (17 years)

Columbus Morning Rotary Club

2010 - 2020 (10 years)

Securities America Inc

2010 - 2020 (10 years)

Securities America Advisors

2010 - 2020 (10 years)

Kosch Financial Inc

2003 - 2020 (17 years)

Aaron Kosch

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Aaron Kosch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Matthew Guilford
Hicksville, OH
Joseph Sarbello
Sea Girt, NJ
Rebecca Chiccino
Charlestown, MA
John Gehlhaart
Waukesha, WI
Robert Notarfrancesco
Bridgeport, CT
Keith Clark
Corpus Christi, TX
Joseph Praino
Purchase, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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