Staci Marie Murphy

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 01/2024
  Royal Alliance Associates, Inc.
  Maple Grove, MN
• 01/2015 → 01/2024
  Financial Dimensions Group, Inc.
  Maple Grove, MN
• 01/2024 → Present
  Lpl Financial, Llc
  Maple Grove, MN

Previous Registrations

• 2024-01-30 → 2024-10-24
  Lpl Financial Llc
  Maple Grove, MN
  San Diego, CA
  Maple Grove, MN
• 2015-02-18 → 2024-02-05
  Financial Dimensions Group, Inc.
  Maple Grove, MN
• 2014-02-19 → 2014-12-31
  Avantax Advisory Services
  Forest Lake, MN

Exams

• S66 Uniform Combined State Law Examination
  2008-01-17
• S63 Uniform Securities Agent State Law Examination
  2001-11-17

Other Names

• Staci Marie Henk
• Staci Marie Burns
• Staci Marie Burns
• Staci Marie Henk