Lee
Stoerzinger
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Lee Stoerzinger is a financial advisor based in Saint Paul, Minnesota, working with United Planners' Financial Services Of America A Limited Partner. Lee has previously held positions at Sii Investments, Lee Stoerzinger Properties, Lee Stoerzinger Independent Insurance Agent, Lee Stoerzinger, Inc, and authored a book titled "On The Back Burner." Lee has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota, Nebraska, and Texas. Currently, Lee is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Saint Paul, Minnesota. The firm has 209 offices and 570 employees. The firm manages assets totaling $9.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at United Planners' Financial Services Of America A Limited Partner includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$9,326,336,708
570
43,221
$215,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Lee Stoerzinger Work History
On The Back Burner (Book Author)
Lee Stoerzinger Properties
Lee Stoerzinger, Inc
Lee Stoerzinger Independent Insurance Agent
Sii Investments
Disclosures
Please visit the SEC profile of Lee Stoerzinger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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