Lee Stoerzinger
CRD Number: 2330940Current Firm: United Planners' Financial Services Of America A Limited Partner
Lee Stoerzinger (CRD# 2330940) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Oakdale, MN and has over 31 years of experience in the finance industry. Lee Stoerzinger 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.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| On The Back Burner (book Author) | Oakdale, MN | Jul 2015 - Current | 8 |
| Lee Stoerzinger Properties | Oakdale, MN | Mar 2009 - Current | 15 |
| Lee Stoerzinger, Inc. | Oakdale, MN | Dec 2005 - Current | 18 |
| Lee Stoerzinger Independent Insurance Agent | Oakdale, MN | Jun 1993 - Current | 30 |
| Sii Investments | Oakdale, MN | Sep 2000 - Nov 2017 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1993 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- MN
- NE
- TX
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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