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ZS
CFP
ZS
CFP

Zachary Stover

LPL Financial LLC
19 Years of Experience
Lawrence, KS
BrokerSells Insurance
View SEC Summary
View SEC Summary

Zachary Stover is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lawrence, KS, with 19 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

4910 Corporate Centre Drive, Suite 101, Lawrence, KS, 66047

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Zachary is affiliated with DM Bruce Insurance, LLC as an insurance agency and spends a few hours per week on it. He also owns multiple businesses including tax preparation/accounting services, real estate rentals, and trucking/construction companies, and is a notary for the state of Kansas.

Employment History
Current Registrations
LPL Financial LLC
October 2023 - Present · 3 yrs
LPL Financial LLC
October 2023 - Present · 3 yrs
LPL Financial LLCBroker
October 2023 - Present · 3 yrs
Previous Registrations
Cambridge Investment Research Advisors, INC.
September 2017 - November 2023 · 6 yrs 2 mos
Cambridge Investment Research, INC.Broker
September 2017 - November 2023 · 6 yrs 2 mos
National Planning Corporation ("npc of America" in Fl & Ny)
January 2015 - September 2017 · 2 yrs 8 mos
National Planning CorporationBroker
September 2007 - September 2017 · 10 yrs
State Registrations27 states
ALARAZCACOCTFLGAIAIDKSMIMNMONCNENMNYOHOKSCTNTXVTWAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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