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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Brent Sutter is a financial advisor with over 25 years of experience in the industry. Stephen is registered with LPL Financial LLC and holds Series 7, 24, 31, 53, and 63 licenses as well as the SIE. Stephen also has a CFP® designation. Stephen has experience working with high-net-worth individuals, corporations, and other businesses. Stephen is a well-respected advisor who has provided financial advice to clients for over 25 years. Previously Stephen was a registered representative with WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Stephen is registered in 27 states.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
10/27/2010 - Present
LPL Financial LLC (ST. LOUIS MO)
MO
01/01/2008 - 06/25/2010
WELLS FARGO ADVISORS, LLC (CLAYTON MO)
MO
03/17/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CLAYTON MO)
BC
Issued 03/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/13/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 03/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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