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 operating out of Kaukauna, Wisconsin with a total of 3 years of industry experience. Vanstippen is on the advisory team at Lpl Financial LLC. Their career trajectory has included roles at Securities Service Network, Ssn Advisory, Inc, Securities America, Inc, Securities America Advisors, Inc, Lpl Financial, LLC and Sii Investments. Vanstippen has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Wisconsin. Lpl Financial LLC is an advisory company that has its headquarters in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 employees. It oversees $368 billion in total assets across its 1,688,501 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth individuals who have more than $1 million in investable assets. The firm offers a broad array of services, such as 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. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees billed by Lpl Financial LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

930 Evergreen Dr
Kaukauna, WI 54130-9352

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

WI Average: 13
Total Number of Accounts

1,688,501

WI Average: 661
Average Account Size

$217,956

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

Nathan has been registered as a financial advisor for 3 years.*

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

*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 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
John Neuenswander
Salt Lake City, UT
Michael Starensier
Fort Mill, SC
Brandi Hoover
Hattiesburg, MS
Scott Stambaugh
Chico, CA
Timothy Meyers
Wenatchee, WA
Robert Roar
Grayson, KY
Gary Mesko
Sarasota, FL

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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