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Stephanie Morgan Hohenshell

LPl Financial LLC

Springfield, MO

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-12
MO RA APPROVED 2025-11-10
  • TX RA
    APPROVED_RES
    Since 2025-11-12
  • MO RA
    APPROVED
    Since 2025-11-10

Branch Locations

4905 S National Ave Ste A-120, Springfield, MO 65810 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Portfolios Financial Services Holbrook NY 10/2022 10/2024
Hohenshell Agency Ozark MO 10/2014 Present
Osaic Wealth, Inc. Scottsdale AZ 10/2024 11/2025
Lpl Financial Springfield MO 11/2025 Present
  • 10/2022 → 10/2024
    American Portfolios Financial Services
    Holbrook, NY
  • 10/2014 → Present
    Hohenshell Agency
    Ozark, MO
  • 10/2024 → 11/2025
    Scottsdale, AZ
  • 11/2025 → Present
    Lpl Financial
    Springfield, MO
Previous Registrations
  • 2024-10-11 → 2025-11-12
    Springfield, MO
    Scottsdale, AZ
  • 2023-09-14 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
Other Businesses

1. 11/2025 - Hohenshell Financial - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 11/10/2025 2. 11/2025 - Hohenshell Agency LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 4 Hrs/Mth - 4 Hrs During Trading - Springfield, MO 65810 - OBA Start Date: 09/30/2014 3. 11/2025 - Hohenshell Agency LLC - Non-Variable Insurance - Not Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Springfield, MO 65810 - OBA Start Date: 09/30/2014 4. 11/2025 - Hohenshell Agency LLC - Property and Casualty - Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Springfield, MO 65810 - OBA Start Date: 09/30/2014

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-11
  • S66 Uniform Combined State Law Examination
    2023-09-11
Other Names
  • Stephanie Morgan Schulte

View on SEC IAPD

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