Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Charles Minshull is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets under management. Stephen has been in the financial industry since 2010 and is registered with the states of Kansas, Missouri and Texas. He is also licensed to sell non-variable insurance through BMG Advisors. Stephen has held previous positions at Waddell & Reed, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley Smith Barney. He is a graduate of the University of Missouri-Kansas City and has a strong background in finance and investment management. Stephen is committed to providing personalized financial advice to help individuals and families achieve their financial goals.
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.
1
2
MO
01/13/2023 - Present
LPL Financial LLC (KANSAS CITY MO)
MO
01/16/2015 - 08/24/2018
WADDELL & REED (CREVE COEUR MO)
MO
03/15/2012 - 01/20/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KANSAS CITY MO)
KS
03/30/2010 - 01/13/2012
MORGAN STANLEY SMITH BARNEY (OVERLAND PARK KS)
BOTH
Issued 04/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 03/29/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Minshull is the right advisor for you? Invested Better is here to help.
