Stephanie Louise Longanecker

Employer firm

Universal Financial Advisors, LLC CRD 318392

$277M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 04/2026 → Present
  Osaic Wealth, Inc.
  Saint Louis, MO
• 05/2026 → Present
  Universal Financial Advisors, Llc
  St. Louis, MO

Previous Registrations

• 2019-01-02 → 2026-05-11
  Cambridge Investment Research Advisors, Inc.
  Kirkwood, MO
  St Louis, MO

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

• S66 Uniform Combined State Law Examination
  2018-12-22

Other Names

• Stephanie Louise Cissell