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Gerald Lee Rappold

Lion Street Financial, LLC

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About Gerald Lee Rappold

Gerald Rappold is a financial advisor with over 28 years of experience in the industry. Gerald currently works at Lion Street Financial, LLC. Prior to joining Lion Street, Gerald was with WFG Investments, Inc. and NFP Securities, Inc. Gerald holds FINRA Series 6 and 63 licenses, as well as the SIE.

Firm Information

Gerald Rappold is currently registered with Lion Street Financial, LLC. Lion Street Financial, LLC is a Limited Liability Company formed in January 2022 and is registered to provide advisory services in all 50 states, the District of Columbia, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

137

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Gerald Rappold’s Registration & Firm History

KS

08/20/2015 - Present

Lion Street Financial, LLC (Mission KS)

KS

03/13/2013 - 08/19/2015

WFG INVESTMENTS, INC. (PRAIRIE VILLAGE KS)

KS

09/24/1997 - 10/11/2012

NFP SECURITIES, INC. (PRAIRIE VILLAGE KS)

MN

03/04/1994 - 09/30/1997

FORTIS INVESTORS, INC. (OAKDALE MN)

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Licenses & Designations

BC

Issued 02/23/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gerald Lee Rappold.
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