Cetera Investment Advisers
41yrs
Top advisor by experience in Lawrenceburg
19yrs
Eric Oatman is a fiduciary financial advisor in Lawrenceburg, Indiana, with 19 years in the industry. After 17 years at Ameriprise Financial Services, Eric joined LPL Financial in 2024, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 24 advisors with offices in Lawrenceburg, and one of 22 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 59% of advisors nationwide
Office409 Walnut St, Lawrenceburg, IN 47025
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowLPL Financial LLCCurrent firm
- 2007 – 2024Ameriprise Financial Services, LLCPreviously
Contact Eric
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Eric. 409 Walnut StLawrenceburg, IN 47025Office · Get directions Facebook pageLPL Financial
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call LPL Financial at (704) 733-3300 and ask for Eric Oatman. Eric works from the Lawrenceburg, IN office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2007, about 19 years. More experience than 59% of advisors nationwide.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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