Lee Stoerzinger
Lee Stoerzinger is a CFP-designated registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Oakdale, MN, with 32 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
940 Inwood Ave North, Oakdale, MN, 55128
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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
Lee is involved in several outside business activities, including being a member of the Rotary Club and Beacon Shores Association, and an author. Lee also owns real estate, sells non-variable insurance, and is president of Lee Stoerzinger, Inc. and Lee Stoerzinger Wealth Management, both DBAs for marketing purposes.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
Intervest International Equities CorporationBroker
Programmed Equities CorporationBroker
State Registrations17 states
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