Steven
Vansky

Lpl Financial LLC

CRD#1598836
Investment Advisor
in Aurora, CO

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About this Advisor

Steven Vansky is a financial advisor based in Aurora, Colorado, with a total of 22 years of financial industry experience. Vansky is currently employed by Lpl Financial LLC. Their career trajectory has included roles at Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.) and Investment Planning Center. Vansky holds a Series 63 license, certifying them as a securities broker, and is able to advise clients in Colorado and Texas. Lpl Financial LLC is a company that has its headquarters in Aurora, Colorado. It has offices in 9,519 locations and a total of 23,035 people on staff. It controls $208 billion in assets between its 892,326 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 1,956 charitable organizations. Of its 892,326 customer accounts, 28% are held by high-net-worth clients who have at least $1 million in assets. Lpl Financial LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fees charged by Lpl Financial LLC can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years of Experience

22 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

2201 N Fitzsimons Parkway
Aurora, CO 80045

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

CO Average: $646,059,043
Total Number of Employees

23,035

CO Average: 13
Total Number of Accounts

892,326

CO Average: 661
Average Account Size

$232,867

CO Average: $977,396

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Steven Vansky Work History

Steven has 22 years of experience.

2000 - Present (21 years)

Investment Planning Center

1998 - Present (23 years)

Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)

Disclosures

Steven Vansky has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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