Shannon
Stophel
Walser Wealth Management Company, A Limited Liability Company
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About this Advisor
Shannon Stophel is a financial advisor working in Tampa, Florida with 2 years of relevant experience. Stophel is on the advisory team at Walser Wealth Management Company, A Limited Liability Company. Stophel has gained experience at Walser Wealth Manageement Company, A Limited Liability Company, Cvs Pharmacy, Robert Half Technology and University Of Florida. Stophel holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Florida. Walser Wealth Management Company, A Limited Liability Company is a firm based out of Tampa, FL. It has $104 million in assets between its 614 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 614 customer accounts, just 3% belong to high-net-worth individuals who have at least $1 million in investable assets. Walser Wealth Management Company, A Limited Liability Company has 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 typically depend on which service is offered. However, fee types billed by Walser Wealth Management Company, A Limited Liability Company likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Walser Wealth Management Company, A Limited Liability Company Brokerage Details
$104,227,553
9
614
$169,752
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Shannon Stophel Work History
Shannon has been registered as a financial advisor for 2 years.*
Walser Wealth Manageement Company, A Limited Liability Company
Walser Wealth Manageement Company, A Limited Liability Company
Robert Half Technology
University Of Florida
Cvs Pharmacy
*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 Shannon Stophel 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 Walser Wealth Management Company, A Limited Liability Company
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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