Lukas Arnold Bergstrom
Investment adviser representative at LPL Financial LLC
13 yearsExperience
3 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
13 years in the industry.
- BMO Harris BankFeb 2026 to now
- LPL Financial LLCFeb 2026 to now
- LPL Enterprise, LLCNov 2024 to Feb 2026
- The Prudential Insurance Company of AmericaJun 2024 to Feb 2026
- Pruco Securities LLCMay 2024 to Nov 2024
- Pruco Securities LLCJul 2023 to Mar 2024
- 4 Star CastingJan 2023 to Feb 2026
- Peterhouse Group of SchoolsSep 2022 to Dec 2022
- Brother Rice High SchoolMar 2020 to May 2021
- Paul Mark GroupJun 2019 to Sep 2022
- StudentMay 2013 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (IL, TX, WI).
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
- 7807765
- Firm CRD
- 6413