Stephen
Kester

Lpl Financial LLC

CRD#6107541
Investment Advisor
in Ames, IA
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About this Advisor

Stephen Kester is a financial advisor based in Ames, Iowa, who has 11 years of experience as a financial advisor. Kester works at Lpl Financial LLC. Over the course of their career, Kester has held roles at First National Bank, Ames, Iowa State University and Lpl Financial. Kester maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Iowa. Lpl Financial LLC is a registered investment company operating in Ames, Iowa. The investment advisory business has offices in 8,011 locations and a total of 22,703 people on staff. It administers $153 billion in assets under management among its 680,466 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 899 charities and foundations. Of its 680,466 accounts, 23% are held by high-net-worth clients who have greater than $1 million in investable assets. Lpl Financial LLC has a wide range 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. Fees for financial management largely vary depending on which services the firm provides the client. Fees charged by Lpl Financial LLC can be comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

405 5Th St
Ames, IA 50010

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$152,530,468,356

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

22,703

IA Average: 118
Total Number of Accounts

680,466

IA Average: 4,567
Average Account Size

$224,156

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

Stephen Kester Work History

Stephen has 11 years of experience.

2012 - Present (7 years)

Lpl Financial

2012 - Present (7 years)

First National Bank, Ames

2007 - 2012 (5 years)

First National Bank, Ames

2007 - 2009 (2 years)

Iowa State University

Disclosures

Stephen Kester has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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