Stephanie Mayers is a registered investment advisor at LPL Financial LLC, based in Sauk Centre, MN, with 13 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
1181 Main St South, Sauk Centre, MN, 56378
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephanie operates under the DBAs Central Minnesota Financial Advisors and Magnifi Financial Credit Union for her LPL business. She is also a co-owner of Cedarwood Ridge LLC, a farm, and a registered representative at Central Minnesota Credit Union, dedicating full-time hours to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
State Registrations18 states
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