Lee Thomas Stoerzinger
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
33 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$12.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
33 years in the industry.
- United Planners' Financial Services of America A Limited PartnerNov 2017 to now
- On the Back Burner (book Author)Jul 2015 to now
- Lee Stoerzinger PropertiesMar 2009 to now
- Lee Stoerzinger, Inc.Dec 2005 to now
- Lee Stoerzinger Independent Insurance AgentJun 1993 to now
- Sii InvestmentsSep 2000 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (MN, NE, TX).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2330940
- Firm CRD
- 20804