Steven Stringberg (CRD# 1016219) is an Investment Advisor Representative working at Lpl Financial LLC in Lees Summit, MO and has over 42 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lees Summit, MO | Jul 2021 - Current | 2 |
| Mid-missouri Group, LLC | Harrisonville, MO | Sep 2017 - Jul 2021 | 3 |
| Celtic Wolf LLC | Lee's Summit, MO | Oct 2015 - Jul 2021 | 5 |
| Stick This In Your Ear LLC | Lees Summit, MO | Apr 2009 - Jul 2021 | 12 |
| Various Insurance Carriers For W & R Insurance Agencies | Lees Summit, MO | Feb 2008 - Jul 2021 | 13 |
| Waddell & Reed Inc. | Independence, MO | Oct 1981 - Jul 2021 | 39 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1981 |
| S65 | NASAA Investment Advisors Law Examination | May 1997 |
- MO
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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