Stephanie Kay Hescher

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

• 02/2017 → 11/2020
  Oak Partners
  Crown Point, IN
• 12/2006 → 02/2017
  Shear Magic
  Crown Point, IN
• 11/2020 → Present
  Lpl Financial
  Crown Point, IN

Other Businesses

1)11/2020 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - OAK PARTNERS, LLC - INVESTMENT RELATED - CROWN POINT, IN 46307 2)11/2020 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - OAK PARTNERS INC - INVESTMENT RELATED - CROWN POINT, IN 46307

Exams

• S66 Uniform Combined State Law Examination
  2021-02-12

Other Names

• Stephanie Kay Reimer
• Stephanie Kay Grindey