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ChFC
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ChFC

Stephen Mckenney

LPL Financial LLC
49 Years of Experience
Toledo, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Stephen Mckenney is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Toledo, OH, with 49 years of industry experience. Stephen 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
28129 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

3230 Central Park West Ste 100, Toledo, OH, 43617

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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

Stephen operates his LPL business through Financial Design Grou, Inc. He also sells life, disability, and long-term care insurance through FDG Fixed Insurance, dedicating minimal time to this. Additionally, Stephen co-owns rental real estate and is an agent for The Highland Group, spending minimal time on each.

Employment History
Current Registrations
LPL Financial LLC
March 2023 - Present · 3 yrs 7 mos
LPL Financial LLCBroker
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Securian Financial Services, INC.
February 2000 - March 2023 · 23 yrs 1 mo
Securian Financial Services, INC.Broker
April 1996 - March 2023 · 26 yrs 11 mos
MML Investors Services, INC.Broker
March 1996 - April 1996 · 1 mo
G. R. Phelps & CO., INC.Broker
July 1977 - March 1996 · 18 yrs 8 mos
State Registrations10 states
AZFLGAIAMINCOHORSCTX
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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