Lawrence Epple is a CFP-designated registered investment advisor at Spc, based in Okemos, MI, with 41 years of industry experience. Lawrence is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30,916 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum annual advisory fee is 2.50%. Advisors set their own rates for each account up to this maximum limit. A 0.15% program fee is included within the total fee.
Fee Estimator
Location
4121 Okemos Rd. Suite 12, Okemos, MI, 48864
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2018Other Business ActivitiesSells Insurance
Lawrence is an agent offering various insurance products through Family Life Financial Service and owns LLE Financial Services, Inc. aka LLE LLC to sell fixed insurance products. He also owns and manages real estate, speaks to federal employees about benefits, owns a nursery, and works as a notary.
Employment History
Current Registrations
Sigma Financial CorporationBroker
Spc
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
State Registrations1 state
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
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