Stephen Sutter
Stephen Sutter is a CFP-designated registered investment advisor at LPL Financial LLC, based in St. Louis, MO, with 29 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
8860 Ladue Road Suite 230, St. Louis, MO, 63124-2068
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2005Other Business ActivitiesSells Insurance
Stephen is a trustee of the Sutter Family Insurance Trust, spending minimal time and not providing investment advice. He is also an agent for non-variable insurance through Highland Capital, Lion Street, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations26 states
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.