Steven Paul Fetterhoff
Investment adviser representative at LPL Financial LLC
21 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- LPL Financial LLCApr 2026 to now
- Freedom Financial Insurance Services, LLCJul 2012 to now
- Freedom Financial Wealth Management, Inc.Oct 2005 to now
- Cetera Investment Advisers LLCJun 2023 to Apr 2026
- Cetera Wealth Services, LLCApr 2020 to Apr 2026
- Royal AllianceOct 2012 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 2790356
- Firm CRD
- 6413