Shelley Magnani
Shelley Magnani is a CFP-designated registered investment advisor at LPL Financial LLC, based in Ames, IA, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
414 S. 17th Street #102, Ames, IA, 50010
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shelley is involved in several activities, including non-variable insurance sales since 2004, wealth management services, and serving as an agency manager for Investment Services of Iowa, LLC. She also works as an election official for Story County and as an Assistant Teaching Professor at Iowa State University, dedicating about 10-20% of her time to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fundquest Incorporated
Pfic Securities CorporationBroker
Brenton Investments, INC.Broker
Elan Investment Services, INC.Broker
Princor Financial Services CorporationBroker
State Registrations12 states
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