Shelley
Magnani

Lpl Financial LLC

CRD#2132078
Investment Advisor
in Ames, IA
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About this Advisor

Shelley Magnani is a certified financial planner who works out of Ames, Iowa, with a total of 14 years of experience as a financial advisor. Magnani is an employee of Lpl Financial LLC. They have spent their whole employment at Lpl Financial Llc. Magnani has a Series 63 license, certifying them as a securities broker, and is approved to serve investors in Iowa. Lpl Financial LLC is a financial advisory business that has its headquarters in Ames, Iowa. The company has offices in 8,011 locations and a total of 22,703 people on staff. It oversees $153 billion in assets between its 680,466 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 899 charities and foundations. Of its 680,466 client accounts, 23% are held by high-net-worth individuals who have at least $1 million in investable assets. The company 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. A financial advisor's fees usually vary depending on the type of services. Fee types billed by Lpl Financial LLC may include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

14 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

414 S. 17Th Street #102
Ames, IA 50010

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

IA Average: $16,012,751,954
Total Number of Employees

22,790

IA Average: 118
Total Number of Accounts

786,525

IA Average: 4,567
Average Account Size

$202,281

IA Average: $3,506,186

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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

Shelley Magnani Work History

Shelley has 14 years of experience.

2004 - Present (15 years)

Lpl Financial LLC

Disclosures

Shelley Magnani has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

An Wetter
Fort Mill, SC
Thomas Graffeo
Pasadena, CA
George Klebart
Farmington, CT
Robert Norman
Birmingham, AL
Thomas Tulaney
Kingston, PA
Cameron Hubbard
Crystal Lake, IL
Ross Shull
Harrisonburg, VA
Lauren Gage
Huntington Beach, CA

This content was compiled from the SEC and FINRA.

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