RBC Capital Markets
47yrs
Top 1% by experience in Omaha
18yrs
Eric Baumert
Financial advisor at LPL Enterprise
Based in Omaha, Nebraska, Eric Baumert is a fiduciary financial advisor with 18 years of industry experience. Eric joined LPL Enterprise in 2024, after two years at Pruco Securities and 11 years at Mutual of Omaha Investor Services. LPL Enterprise offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1872 advisors with offices in Omaha, and one of 1744 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 66% of advisors at LPL Enterprise
Office13057 W. Center Rd. Suite 12, Omaha, NE 68144
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state
Services through LPL Enterprise
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.
Career
- Nov 2024 – nowLPL Enterprise, LLCCurrent firm
- Feb 2023 – Nov 2024Pruco Securities, Llc.Previously
- 2011 – 2023Mutual of Omaha Investor Services, Inc.Previously
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 Enterprise at 704-733-3300 and ask for Eric Baumert. Eric works from the Omaha, NE office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2008, about 18 years. More experience than 66% of advisors at LPL Enterprise.
What licenses does Eric hold?
Series 63, Series 65. 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 Enterprise 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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