Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Joseph Koessl is a financial advisor with over 20 years of experience in the industry. Stephen is currently registered with LPL Financial LLC and has held previous registrations with several other firms. He has a broad range of experience in the financial services industry, including securities, investments, and insurance. Stephen specializes in helping individuals and families achieve their financial goals. He is committed to providing personalized service and developing long-term relationships with his clients.
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
MN
08/15/2023 - Present
LPL Financial LLC (WOODBURY MN)
TX
05/13/2020 - 08/15/2023
SECURITIES AMERICA, INC. (FRISCO TX)
MN
08/14/2015 - 05/21/2020
VOYA FINANCIAL ADVISORS, INC. (EAGAN MN)
MN
05/24/2013 - 08/18/2015
CETERA ADVISORS LLC (EDINA MN)
MN
04/30/2008 - 05/30/2013
FIRST ALLIED SECURITIES, INC. (EDINA MN)
MN
10/05/2001 - 05/07/2008
HARBOUR INVESTMENTS, INC. (EDINA MN)
WI
12/01/1995 - 01/21/1997
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MN
10/24/1994 - 01/18/1995
WORKMAN SECURITIES CORPORATION (EDEN PRAIRIE MN)
BOTH
Issued 03/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/03/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Koessl is the right advisor for you? Invested Better is here to help.
