Robert Stenzel, financial advisor Seneca IL
93 score

Robert Stenzel

CRD Number: 3001632
Current Firm: Lpl Financial LLC

Robert Stenzel (CRD# 3001632) is an Investment Advisor Representative working at Lpl Financial LLC in Seneca, IL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Charlotte, NC Nov 2010 - Current 6
First Midwest Morris, IL Feb 2001 - Current 15
Uvest Financial Services Charlotte, NC Jan 2003 - Nov 2010 7
Liberty Securities Corporation Purchase, NY Apr 2001 - Nov 2010 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1999
S65 NASAA Investment Advisors Law Examination Jun 2003
Contact Info for Robert G. Stenzel
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • IL
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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