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Oskar Lewis Tauring-traxler

Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. LPL Financial LLCJul 2021 to now
  2. Various Insurance Carriers for W & R Insurance AgenciesAug 2019 to Jul 2021
  3. Lori TauringFeb 2019 to Jul 2021
  4. Waddell & Reed, IncFeb 2019 to Jul 2021
  5. Blue Heron Professional Group, LLCJan 2019 to Jul 2021
  6. Tyr Financial GroupJan 2019 to Jul 2021
  7. MedicaSep 2018 to Jan 2019
  8. AvenciaSep 2018 to Dec 2018
  9. Bad Waitress NeApr 2018 to Aug 2018
  10. The Bad Waitress NeApr 2018 to Aug 2018
  11. The Bad Waustress NeApr 2018 to Aug 2018
  12. Minneapolis Public SchoolsOct 2017 to Mar 2018
  13. Mn Urban Debate LeagueSep 2017 to Jan 2019
  14. Minneapolis TeachersSep 2017 to Mar 2018
  15. Bar La GrassaJan 2017 to Oct 2017
  16. Rare Steak & SushiJul 2015 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 2 states (MN, TX).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6343988
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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