Sonja
Koppenwallner
Lwm Advisory Services, LLC
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About this Advisor
Sonja Koppenwallner is a certified financial planner working out of Fort Lauderdale, Florida who has 9 years of relevant experience. Koppenwallner is on the advisory team at Lwm Advisory Services, LLC. Throughout their career, they have worked at Lpl Financial, LLC and Lwm Advisory Services, LLC. Koppenwallner holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Lwm Advisory Services, LLC is a financial advisory company operating out of Fort Lauderdale, FL. It administers $597 million in total assets across its 1,755 accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm serves four charitable organizations. Of its 1,755 client accounts, just 14% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fees charged by Lwm Advisory Services, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lwm Advisory Services, LLC Brokerage Details
$596,569,283
9
1,755
$339,926
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
Sonja Koppenwallner Work History
Sonja has been registered as a financial advisor for 9 years.*
Lwm Advisory Services, LLC
Lpl Financial, 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 Sonja Koppenwallner 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 Lwm Advisory Services, LLC
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
