Polly
Stoecklein
Consolidated Portfolio Review Corp
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About this Advisor
Polly Stoecklein is a financial advisor based in Manhattan, Kansas, working with Consolidated Portfolio Review Corp. Polly has previously held positions at Lpl Financial, LLC, Independent Financial Partners, Independent Advisor Alliance, Vanderbilt Securities, LLC, and Consolidated Portfolio Review. Polly has passed the Series 63 regulatory exam and is registered to provide services in Kansas and Texas. Currently, Polly is part of Consolidated Portfolio Review Corp, which operates out of Manhattan, Kansas. The firm has 17 offices and 833 employees. The firm manages assets totaling $905.6 million and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Consolidated Portfolio Review Corp includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Consolidated Portfolio Review Corp Brokerage Details
$905,610,357
833
3,966
$228,344
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Polly Stoecklein Work History
Vanderbilt Securities, LLC
Consolidated Portfolio Review
Independent Advisor Alliance
Lpl Financial, LLC
Independent Financial Partners
Disclosures
Please visit the SEC profile of Polly Stoecklein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Consolidated Portfolio Review Corp
Longmont, CO
Woodbury, NY
Woodbury, NY
Manhattan, KS
Portland, OR
Woodbury, NY
Woodbury, NY
Danville, CA
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