Stefanie
Theuer
Lpl Financial LLC
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About this Advisor
Stefanie Theuer is a financial advisor based in Racine, Wisconsin with a total of 2 years of industry experience. Theuer is currently employed by Lpl Financial LLC. Their career trajectory has included roles at M&I Financial Advisors Inc, M & I Insurance Services, M & I Trust, Bmo Harris Bank, Bmo Harris Financial Advisors, Inc and Lpl Financial LLC. Theuer has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Wisconsin. Lpl Financial LLC is a financial advisory firm that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 financial advisors. It controls $368 billion in assets under management across its 1,688,501 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Lpl Financial LLC performs a number 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. A financial advisor's fee schedules usually vary depending on the type of services provided. Fees charged by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Stefanie Theuer Work History
Stefanie has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Bmo Harris Financial Advisors, Inc
Bmo Harris Bank
M&I Financial Advisors Inc
M & I Insurance Services
M & I Trust
*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 Stefanie Theuer 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
Fort Mill, SC
Chico, CA
Bridgeport, CT
The Villages, FL
Charlestown, MA
Sea Girt, NJ
Waukesha, WI
Newport Beach, CA
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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