Stephanie Kinnunen, financial advisor Frisco TX
86 score

Stephanie Kinnunen

CRD Number: 4555443
Current Firm: Texas Legacy Wealth Management

Stephanie Kinnunen (CRD# 4555443) is an Investment Advisor Representative working at Texas Legacy Wealth Management in Frisco, TX and has over 14 years of experience in the finance industry. Stephanie Kinnunen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Texas Legacy Wealth Management San Antonio, TX Dec 2015 - Current < 1
Lpl Financial, LLC Frisco, TX Dec 2015 - Current < 1
American Express Financial Advisors Dallas, TX Jun 2002 - Dec 2015 13
Ids Life Insurance Company Dallas, TX Jun 2002 - Dec 2015 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Stephanie F. Kinnunen
Phone Number: 210-541-8600
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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