Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen McDonnell is an investment advisor representative with Independent Financial Partners in Waukesha, Wisconsin. Stephen McDonnell has over 27 years of experience in the financial services industry. Stephen McDonnell is registered to provide investment advice in Wisconsin. Stephen McDonnell previously worked at LPL Financial LLC, Ohio National Equities, Inc., The O.N. Equity Sales Company, Associated Investment Services, Inc., Wells Fargo Investments, LLC, Wells Fargo Securities Inc. and Forum Financial Services, Inc.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
WI
08/12/2011 - Present
Independent Financial Partners (Waukesha WI)
WI
04/08/2011 - 08/03/2011
LPL FINANCIAL LLC (DELAFIELD WI)
OH
02/23/2010 - 06/10/2010
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
OH
05/10/2006 - 02/23/2010
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
WI
12/04/2001 - 12/12/2005
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
CA
05/02/2001 - 06/21/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
07/12/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
ME
11/14/1994 - 07/12/1999
FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)
IA
Issued 07/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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