Stefanie Flohr is a registered investment advisor at LPL Financial LLC, based in Altamonte Springs, FL, with 22 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
Altamonte Springs, FL
Get directionsHistory
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 Activities
Stefanie is the President of Nolemates LLC, a home-based business entity for tax/investment purposes, dedicating minimal time. She also provides wealth management consulting services through TruStage and works as a subject matter consultant for Cannon Financial, spending about 10-20% of her time on this educational practice.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
LPL Financial LLCBroker
Cetera Investment Services LLCBroker
NFP Advisor Services, LLCBroker
Valmark Securities, INC.Broker
Tower Square Securities, INC.Broker
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.Broker
State Registrations5 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.