Stephanie Marie Mayers

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

• 10/2002 → Present
  Central Minnesota Credit Union
  Melrose, MN
• 08/2012 → 05/2022
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 05/2022 → Present
  Lpl Financial Llc
  Sauk Centre, MN

Previous Registrations

• 2013-03-14 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Melrose, MN
  Long Prairie, MN
  Sauk Centre, MN
  Little Falls, MN
  Melrose, MN

Other Businesses

1) 05/18/2022 - Central Minnesota Financial Advisors-Investment Related-At Reported Business Location(s)-DBA for LPL Business (entity for LPL business) 2) 05/18/2022 - Cedarwood Ridge LLC- Not Investment Related- Melrose MN 56352- Farm- co-owner- Start Date - 2/2021- 0 Hours Per Month/ 0 Hours During Securities Trading 3) 05/18/2022 - Central Minnesota Credit Union- Investment Related - At Reported Business Location(s)- Financial Institution Duty- Registered Representative- Start Date - 8/2012- 160 Hours Per Month/ 160 Hours During Securities Trading 4) 11/16/2022 - Magnifi Financial Credit Union - DBA: Magnifi Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2023. 5) 11/21/2025 - Axonic AM First Insurance Company - Non-Variable Insurance - Advisor - Investment Related - At Reported Business Location(s) - Start Date 11/05/2025 - 2 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2013-02-21

Other Names

• Stephanie Marie Lieser