Nathan
Vanstippen

Lpl Financial LLC

CRD#4992948
Investment Advisor
in Kaukauna, WI

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About this Advisor

Nathan Vanstippen is a financial advisor based in Kaukauna, Wisconsin, working with Lpl Financial LLC. Nathan has previously held positions at Securities Service Network, Ssn Advisory, Inc, Securities America, Inc, Securities America Advisors, Inc, Lpl Financial, LLC, and Sii Investments. Nathan has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Nathan is part of Lpl Financial LLC, which operates out of Kaukauna, Wisconsin. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

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

930 Evergreen Dr
Kaukauna, WI 54130-9352

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

WI Average: 13
Total Number of Accounts

1,910,545

WI Average: 661
Average Account Size

$242,588

WI 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

Nathan Vanstippen Work History

2020 - Present (4 years)

Lpl Financial, LLC

2020 - 2020 (< 1 year)

Securities America, Inc

2020 - 2020 (< 1 year)

Securities America Advisors, Inc

2017 - 2020 (3 years)

Securities Service Network

2017 - 2020 (3 years)

Ssn Advisory, Inc

2013 - 2017 (4 years)

Sii Investments

Disclosures

Please visit the SEC profile of Nathan Vanstippen 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
Daniel Arnold
Fort Mill, SC
Michael Kelso
Tiffin, OH
Denava Horn
Cedar Park, TX
Melissa Williams
Fort Mill, SC
Darrin Bollenbacher
Lebanon, OH
Ryan Kidd
Peoria, AZ
Andrew Schmitmeyer
Minster, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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