Lpl Financial LLC
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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
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 11 years of experience.
First National Bank, Ames
First National Bank, Ames
Iowa State University
Stephen Kester has no disclosures.
Please visit their SEC profile for more details.