Stephanie Esposito is a registered investment advisor at Wells Fargo Advisors, based in Lake Forest, IL, with 4 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
100 N. Field Drive, Suite 120, Lake Forest, IL, 60045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephanie operates her LPL business through HighPoint Planning Partners, LLC, dedicating nearly full-time hours to it. She also works as a notary, manages Vega Financial Partners LLC for tax/investment purposes, works for Uber Eats, and maintains a TikTok social media presence, spending minimal time on each of these activities.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations2 states
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