Lpl Financial LLC
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About this Advisor
Stephen Kester is a financial advisor operating in Ames, Iowa, who has been in the industry for 15 years. Kester works at Lpl Financial LLC. Kester has gained experience at First National Bank, Ames and Lpl Financial. Kester has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Iowa and Texas. Lpl Financial LLC is a registered investment firm that has its headquarters in Ames, Iowa. The company has offices in 9,898 locations and a total of 28,744 financial advisors. It oversees $404 billion in total assets among its 1,517,995 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 3,162 charities and foundations. Of its 1,517,995 customer accounts, 31% are held by high-net-worth individuals who have greater than $1 million in investable assets. Lpl Financial LLC performs a wide set 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 vary depending on which services are provided. Fees billed by Lpl Financial LLC can include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Stephen Kester Work History
Stephen has 15 years of experience.
First National Bank, Ames
First National Bank, Ames
Stephen Kester has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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