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Stephanie Louise Longanecker

Universal Financial Advisors, LLC

St. Louis, MO

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Current Employers
Universal Financial Advisors, Llc

333 S. Kirkwood Road Suite 301, St. Louis, MO 63122 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-05-06
  • MO RA
    APPROVED
    Since 2026-05-06

Branch Locations

333 S. Kirkwood Road Suite 301, St. Louis, MO 63122 • 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
Cambridge Investment Research, Inc. Fairfield IA 04/2018 09/2020
Cambridge Investment Research, Inc. Fairfield IA 05/2018 05/2026
Keller Williams Realty West O Fallon MO 09/2014 04/2018
Jw Realty Group Chesterfield MO 09/2014 04/2018
Cambridge Investment Research Advisors, Inc. Fairfield IA 09/2020 05/2026
Osaic Wealth, Inc. Saint Louis MO 04/2026 Present
Universal Financial Advisors, Llc St. Louis MO 05/2026 Present
  • 04/2018 → 09/2020
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 05/2018 → 05/2026
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 09/2014 → 04/2018
    Keller Williams Realty West
    O Fallon, MO
  • 09/2014 → 04/2018
    Jw Realty Group
    Chesterfield, MO
  • 09/2020 → 05/2026
    Fairfield, IA
  • 04/2026 → Present
    Osaic Wealth, Inc.
    Saint Louis, MO
  • 05/2026 → Present
    St. Louis, MO
Previous Registrations
Other Businesses

1. PAGES BY STEPHANIE POSITION: Owner NATURE: Create budgeting printables and sell on Etsy INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/25/2025 ADDRESS: St. Louis, MO DESCRIPTION: Create printables for budgeting and sell them on Etsy. Market on Pinterest. 2. STORYLINE WEALTH MANAGEMENT POSITION: Insurance Agent NATURE: Sole proprietorship/Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/2023 ADDRESS: St. Louis, MO DESCRIPTION: Sell fixed and variable life insurance 3. STORYLINE WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 12/2023 ADDRESS: St. Louis, MO DESCRIPTION: DBA for advisory and commissionable business 4. UNIVERSAL FINANCIAL GROUP LLC POSITION: Advisor NATURE: This is a DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/16/2026 ADDRESS: 333 S Kirkwood Rd, Unit 301, Saint Louis MO 63122, United States DESCRIPTION: Registering a DBA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-22
  • S66 Uniform Combined State Law Examination
    2018-12-22
Other Names
  • Stephanie Louise Cissell

View on SEC IAPD

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