Stephen Visser
Stephen Visser is a registered investment advisor at LPL Financial LLC, based in Naperville, IL, with 26 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
1717 N Naper Blvd Ste 200, Naperville, IL, 60563-8837
Get directionsHistory
Regulatory History (2)
Regulatory
September 2009Regulatory
October 2007Other Business ActivitiesSells Insurance
Stephen operates under the DBA Onpath Financial, LLC and is associated with Highpoint Advisor Group, LLC as a registered investment advisor. He is also an insurance agent selling non-variable insurance, dedicating minimal time to this activity, and has a business entity for tax/investment purposes only.
Employment History
Current Registrations
LPL Financial LLC
Highpoint Planning Partners
LPL Financial LLCBroker
Previous Registrations
Highpoint Planning Partners
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations25 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.