Lpl Financial LLC
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About this Advisor
Todd Sanftner is a financial advisor in West Des Moines, Iowa. Currently a registered investment advisor at Lpl Financial LLC, Sanftner has 18 years of work experience. Sanftner holds Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative. Sanftner can work with customers based out of Iowa. Sanftner has spent their complete career at Lpl Financial LLC. Lpl Financial LLC is headquartered in West Des Moines, Iowa, and operates out of 8,011 offices across the United States. Overall, Lpl Financial LLC oversees $153 billion in assets throughout 680,466 accounts and retains more than 22,703 people. The firm's total assets under management places it among the largest investment advisory firms in the United States. 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 over $1 million in capital. 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's fees may include 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
Todd Sanftner Work History
Todd has 18 years of experience.
Lpl Financial, LLC
Todd Sanftner has no disclosures.
Please visit their SEC profile for more details.
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