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CFP

Laura Stohlman

LPL Financial LLC
42 Years of Experience
Gaithersburg, MD
BrokerSells Insurance
View SEC Summary
View SEC Summary

Laura Stohlman is a CFP-designated registered investment advisor at LPL Financial LLC, based in Gaithersburg, MD, with 42 years of industry experience. Laura is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

13 E Deer Park Dr, Gaithersburg, MD, 20877

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Laura is involved in several business activities, including Medallion Financial Strategies, Mark Sain Family Trust UAD, Medallion Financial Group, Terra Firma Ventures LLC, Legal Shield Identity Shield, National & MD State Society Daughters of the American Revolution, and is an author. She also works with Safe Money Concepts, LLC, a non-variable insurance agency, dedicating a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
May 2025 - Present · 1 yr 5 mos
LPL Financial LLCBroker
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Grove Point Advisors, LLC
April 2021 - May 2025 · 4 yrs 1 mo
Grove Point Investments, LLCBroker
July 2020 - May 2025 · 4 yrs 10 mos
H. Beck, INC.
July 2020 - April 2021 · 9 mos
Securities Service Network, LLCBroker
October 2011 - July 2020 · 8 yrs 9 mos
Ssn Advisory, INC.
October 2011 - July 2020 · 8 yrs 9 mos
National Planning Corporation ("npc of America" in Fl & Ny)
December 1999 - October 2011 · 11 yrs 10 mos
National Planning CorporationBroker
November 1999 - October 2011 · 11 yrs 11 mos
Ffp Securities, INC.Broker
July 1994 - November 1999 · 5 yrs 4 mos
Professional Broker-Dealer Financial Planning, INC.Broker
February 1990 - August 1994 · 4 yrs 6 mos
Koonce Securities, INC.Broker
March 1987 - December 1989 · 2 yrs 9 mos
Integrated Resources Equity CorporationBroker
January 1986 - September 1987 · 1 yr 8 mos
Mutual Service CorporationBroker
July 1985 - December 1985 · 5 mos
Income Investments IncorporatedBroker
May 1984 - July 1985 · 1 yr 2 mos
State Registrations21 states
AZCOCTDCDEFLGALAMAMDMINCNHNJOHPARISCTXVAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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