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 working in Ames, Iowa who has 19 years of industry experience. Magnani works at Lpl Financial LLC. They have been with Lpl Financial Llc for the entirety of their career. Magnani has a Series 63 license, which qualifies them as a securities agent, and is approved to serve investors in Iowa. Lpl Financial LLC is a financial advisory business operating out of Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 people on staff. It controls $368 billion in assets across its 1,688,501 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advice to 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides a number of services, such as 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. Fees charged by financial advisors usually vary depending on the services. However, fees charged by Lpl Financial LLC most likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

19 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

Office Location

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

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

IA Average: 13
Total Number of Accounts

1,688,501

IA Average: 661
Average Account Size

$217,956

IA Average: $977,396

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 been registered as a financial advisor for 19 years.*

2004 - Present (20 years)

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 Shelley Magnani 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Joseph Sarbello
Sea Girt, NJ
Rebecca Chiccino
Charlestown, MA
Gregory Mason
Biloxi, MS
Tracy Marlin
Newport Beach, CA
Robert Notarfrancesco
Bridgeport, CT
James Mullen
The Villages, FL
John Gehlhaart
Waukesha, WI

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.

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