Steven
Conard

Lpl Financial LLC

CRD#4370333
Investment Advisor
in West Des Moines, IA
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About this Advisor

Steven Conard is a certified financial planner whose office is in West Des Moines, Iowa. Currently a registered investment advisor with Lpl Financial LLC, they have accumulated 14 years of professional experience as a financial advisor. Conard maintains Series 63 and Series 66 licenses, which qualify them as a securities broker. Conard is registered to advise customers in Iowa and Texas. During their career, the advisor has held roles at Lpl Financial, LLC and Compass Financial Services. Lpl Financial LLC is based out of West Des Moines, Iowa, and has 8,011 locations in the United States. In total, Lpl Financial LLC manages $153 billion in assets throughout 680,466 client accounts and employs more than 22,703 people. The firm's total assets under management makes it one of the largest investment advisory firms in the nation. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 23% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Lpl Financial LLC can provide 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, 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

4801 Westown Pkwy
West Des Moines, IA 50266-1045

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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

Steven Conard Work History

Steven has 14 years of experience.

2012 - Present (7 years)

Compass Financial Services

2004 - Present (15 years)

Lpl Financial, LLC

Disclosures

Steven Conard has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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