Randall
Tvrdik

Lpl Financial LLC

CRD#5689725
Investment Advisor
in Lincoln, NE

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About this Advisor

Randall Tvrdik is a financial advisor based in Lincoln, Nebraska, working with Lpl Financial LLC. Randall has previously held positions at Quality Living, Inc, Waddell And Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Sunrise Bni, Team Lincoln-Nathan Rink, Nolan Rathe, Jason Rolf, Dennis Duckwo, Rink & Rolf Inc, and Lpl Financial LLC. Randall has passed the Series 66 regulatory exam and is registered to provide services in Kansas, Missouri, Nebraska, and Texas. Currently, Randall is part of Lpl Financial LLC, which operates out of Lincoln, Nebraska. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

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

8540 Executive Woods Dr; Ste 100
Lincoln, NE 68512

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

NE Average: 13
Total Number of Accounts

1,910,545

NE Average: 661
Average Account Size

$242,588

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

Randall Tvrdik Work History

2021 - Present (3 years)

Lpl Financial LLC

2017 - 2021 (4 years)

Team Lincoln-Nathan Rink, Nolan Rathe, Jason Rolf, Dennis Duckwo

2017 - 2021 (4 years)

Rink & Rolf Inc

2013 - 2018 (5 years)

Sunrise Bni

2009 - 2021 (12 years)

Waddell And Reed, Inc

2009 - 2021 (12 years)

Various Insurance Carriers For W & R Insurance Agencies

2007 - 2021 (14 years)

Quality Living, Inc

Disclosures

Please visit the SEC profile of Randall Tvrdik 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
Nicholas Geric
Winter Haven, FL
Christopher Claude
Altamonte Springs, FL
Kedishia Grant
Fort Mill, SC
Tyler Zavala
Peoria, AZ
Frederick Martens
Novato, CA
John Senchak
Hyde Park, NY
David Wiley
La Jolla, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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