Stephen
Sutter

Lpl Financial LLC

CRD#2680244
Investment Advisor
in Saint Louis, MO

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About this Advisor

Stephen Sutter is a certified financial planner operating in Saint Louis, Missouri who has 13 years of relevant experience. Sutter is on the advisory team at Lpl Financial LLC. They have spent their complete employment at Lpl Financial Llc. Sutter maintains a Series 63 license, which qualifies them as a securities agent, and can work in Missouri and Texas. Lpl Financial LLC is an advisory company based in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 advisors. It administers $368 billion in assets across its 1,688,501 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company provides 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. Financial advisory fee schedules typically vary depending on which services the firm provides the client. However, fee types billed by Lpl Financial LLC can consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

13 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

Office Location

8860 Ladue Road Suite 230
Saint Louis, MO 63124-2068

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

MO Average: $646,059,043
Total Number of Employees

31,366

MO Average: 13
Total Number of Accounts

1,688,501

MO Average: 661
Average Account Size

$217,956

MO Average: $977,396

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

Stephen Sutter Work History

Stephen has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Lpl Financial LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Stephen Sutter 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jordan Hopp
Waukesha, WI
John Molinelli
Trenton, NJ
Kristi Johnson
Fort Mill, SC
Gary Mesko
Sarasota, FL
Stephen Martin
Birmingham, AL
Zakaria Fourari
Safety Harbor, FL
Thomas Mercer
Seattle, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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