Stephanie Bissell is a registered investment advisor at LPL Financial LLC, based in Madison, WI, with 6 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
3750 University Ave, Madison, WI, 53705
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephanie works at Kearney Tax and Financial Services preparing taxes and performing secretarial duties, dedicating a few hours per week. She also works at Kohl's and dedicates about 10-20% of her time to this job. Finally, she spends full-time hours on Wealth Management at UW Credit Union as a DBA for her LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations6 states
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