Joseph Michael Stenovec

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 09/2016 → 10/2020
  Lpl Financial
  San Diego, CA
• 09/2016 → 10/2020
  Lifetime Financial Advisors, Inc.
  Encinitas, CA
• 10/2020 → 01/2025
  Osaic Wealth, Inc.
  San Diego, CA
• 01/2025 → Present
  Lpl Financial Llc
  San Diego, CA

Previous Registrations

• 2020-10-30 → 2025-01-15
  Osaic Wealth, Inc.
  San Diego, CA
• 2016-11-23 → 2020-11-11
  Lifetime Financial Advisors Inc
  Encinitas, CA
  Encinitas, CA
• 2014-06-06 → 2020-11-04
  Lpl Financial Llc
  San Diego, CA
  Encinitas, CA

Other Businesses

1. 12/18/2024- Wealth Manager Group LLC- DBA for LPL Business (entity for LPL business)- Inv Rel- 160 Hr Per Mnth- At Reported Business Locations (s)- Start Date 11/02/2020

Exams

• S66 Uniform Combined State Law Examination
  2014-05-16

Designations

• Certified Financial Planner

Other Names

• Joseph Michael Stenovec
• Joe Michael Stenovec
• Joey Michael Stenovec