Stephanie Lynn Suhrbier

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

• 05/2014 → 10/2016
  Metabank
  Sioux Falls, SD
• 03/2016 → 07/2021
  Waddell & Reed, Inc.
  Sioux Falls, SD
• 12/2016 → Present
  Hood Magazine
  Sioux Falls, SD
• 09/2014 → Present
  Stephanie Randgaard
  Renner, SD
• 10/2010 → Present
  Junior Achievement
  Sioux Falls, SD
• 11/2016 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Harrisburg, SD
• 10/2018 → Present
  Lyft
  San Francisco, CA
• 01/2019 → Present
  East River Legal Services
  Sioux Falls, SD
• 01/2021 → Present
  Agile Wealth Solutions, Llc
  Sioux Falls, SD
• 07/2021 → Present
  Lpl Financial, Llc
  Sioux Falls, SD

Previous Registrations

• 2016-10-05 → 2021-07-21
  Waddell & Reed
  Sioux Falls, SD
  Sioux Falls, SD
  Savage, MN

Other Businesses

1. 07/21/2021 - Agile Wealth Solutions LLC - DBA: Agile Wealth Solutions - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/2021. 2. 07/21/2021 - Stephanie Randgaard (Suhrbier) - Not Investment Related - 25589 Vista Ridge Place, Renner, SD 57055 - Other-Published Author. 3. 06/02/2022 - Agile Rentals LLC - Not Investment Related - Location: Mobile - Business Owner - Start Date - 06/06/2022 - 5 Hours Per Month/ 0 Hours During Securities Trading. 4. 09/06/2022 - Agile Insurance Solutions LLC - Investment Related - Home Based - Insurance Agency - Start Date - 09/16/2022 - 10 Hours Per Month/0 Hours During Securities Trading. 5. 12/7/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date - 12/12/2022 - 1 Hours Per Month/0 Hours During Securities Trading 6. 09/26/2024 - Sjaarda Properties LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 09/27/2024 - 10 Hours Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2016-10-03

Other Names

• Stephanie Lynn Suhrbier
• Stephanie Lynn Randgaard
• Stephanie Lynn Sjaarda