Merrill
47yrs
Top advisor by experience in Oak Brook
8yrs
Thomas Bechtel
Financial advisor at LPL Financial
Thomas Bechtel is a fiduciary financial advisor in Oak Brook, Illinois, with 8 years in the industry. After a year at J.P. Morgan Securities and three years at Charles Schwab & CO., Thomas joined LPL Financial in 2025, 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 540 advisors with offices in Oak Brook, and one of 523 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office1211 W 22nd St Suite. 209, Oak Brook, IL 60523
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
- May 2025 – nowLPL Financial LLCCurrent firm
- Aug 2023 – Dec 2024J.P. Morgan Securities LLCPreviously
- 2018 – 2022Charles Schwab & CO., Inc.Previously
Contact Thomas
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Thomas. 1211 W 22nd St Suite. 209Oak Brook, IL 60523Office · Get directions Facebook pageLPL Financial
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Questions to ask Thomas
Tailored to Thomas’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 Thomas
How do I contact Thomas?
Call LPL Financial at (704) 733-3300 and ask for Thomas Bechtel. Thomas works from the Oak Brook, IL office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Thomas hold?
Series 66. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Thomas 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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