Russell
Stoeckler
Highland Investment Advisors LLC
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About this Advisor
Russell Stoeckler is a chartered financial consultant operating out of Ponte Vedra, Florida. Stoeckler currently works for Highland Investment Advisors LLC. During their career, Stoeckler has held roles at Highland Investment Advisors, LLC and Stoeckler Financial Advisory Services, LLC. Stoeckler holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Wisconsin. Highland Investment Advisors LLC is an advisory company headquartered in Ponte Vedra, FL. It has a total of eight employees. It oversees $173 million in assets under management among its 897 client accounts, placing it among the mid-sized firms in the country by assets under management. The firm advises three charities and foundations. Of its 897 customer accounts, just 11% are associated with high-net-worth investors who have more than $1 million in assets. The business offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types charged by Highland Investment Advisors LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Highland Investment Advisors LLC Brokerage Details
$172,506,793
8
897
$192,315
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Russell Stoeckler Work History
Russell has been registered as a financial advisor for 0 years.*
Highland Investment Advisors, LLC
Stoeckler Financial Advisory Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Russell Stoeckler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Highland Investment Advisors LLC
Delafield, WI
Ponte Vedra, FL
Ponte Vedra, FL
Delafield, WI
Ponte Vedra, FL
Ponte Vedra, FL
Delafield, WI
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