Lodestar Financial Management, LLC

Lodestar Financial Management, LLC (CRD# 155689) is a financial advisory firm headquartered in , . They manage $28,900,000 in 105 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.lodestarfm.com
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $275,238
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Lodestar Financial Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Wesley Stien, financial advisor Arlington VA
Wesley J. Stien
CRD#: 5256749
Arlington, VA

Wesley Stien (CRD# 5256749) is an Investment Advisor Representative working at Lodestar Financial Management, LLC in Arlington, VA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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