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Linda Louise Stapf

Lexaurum Advisors

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About Linda Louise Stapf

Linda Stapf is a financial advisor with over 25 years of experience in the financial services industry. Linda currently works with Lexaurum Advisors, providing financial planning and portfolio management services to individuals, families, and businesses. Prior to joining Lexaurum Advisors, Linda worked at Triad Advisors, LLC. Linda holds the Series 6, 7, 22, 63, and 65 licenses. Linda is also a Certified Public Accountant (CPA).

Firm Information

Linda Stapf is currently registered with Lexaurum Advisors. Lexaurum Advisors is an investment advisor headquartered in Overland Park, KS. The firm has 27 investment advisor representatives and manages over $1 billion in assets for individuals, corporations, charitable organizations, and pension plans. They offer financial planning, portfolio management, and pension consulting services.
Lexaurum Advisors

16010 METCALF AVENUE, SUITE 101

OVERLAND PARK, KS 66085

$1.01B

Assets Under Management

49

Total Clients

27

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Monthly fee

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Linda Stapf’s Registration & Firm History

MD

12/12/2019 - Present

Lexaurum Advisors (Sykesville MD)

MD

08/01/2016 - 12/13/2019

TRIAD ADVISORS LLC (Sykesville MD)

MD

03/01/1996 - 08/01/2016

1ST GLOBAL CAPITAL CORP. (SYKESVILLE MD)

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Licenses & Designations

IA

Issued 11/29/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/05/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/2003

Series 7 - General Securities Representative Examination

BC

Issued 12/06/1997

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 02/29/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Linda Louise Stapf.
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