William Blair & Company
47yrs
Top advisor by experience in Illinois
7yrs
Frederick Oh
Financial advisor at LPL Financial
Based in Chicago, Illinois, Frederick Oh is a fiduciary financial advisor with 7 years of industry experience. Frederick has been with LPL Financial since 2025; before that, Frederick spent five years at Wintrust Investments. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office231 S LA Salle St # 13 13th Floor, Chicago, IL 60604
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 ?2 states
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
- Jan 2025 – nowLPL Financial LLCCurrent firm
- 2019 – 2025Wintrust Investments LLCPreviously
Questions to ask Frederick
Tailored to Frederick’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Frederick
How do I contact Frederick?
Call LPL Financial at 704-733-3300 and ask for Frederick Oh. Frederick works from the Chicago, IL office.
How long has Frederick been a financial advisor?
Frederick has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Frederick hold?
Series 66. Tap any license on this page to see what it allows.
Is Frederick a fiduciary?
Frederick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Frederick paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Frederick 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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