Stephen Mckenney
Stephen Mckenney is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Toledo, OH, with 48 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
3230 Central Park West Ste 100, Toledo, OH, 43617
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Regulatory History
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.
Learn about disclosures →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 LLCBroker
LPL Financial LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations10 states
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.