Stephen Hever
Investment adviser representative at LPL Financial LLC
18 yearsExperience
2 statesRegistered in
ChFC®Designation
$819.1BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Jsc Federal Credit UnionOct 2020 to now
- LPL Financial LLCOct 2020 to now
- Img Financial GroupFeb 2018 to Sep 2020
- Minnesota LifeFeb 2018 to Sep 2020
- Securian Financial Services Inc.Feb 2018 to Sep 2020
- Pruco Securities, LLCJan 2017 to Feb 2018
- The Prudential Insurance Co. of AmericaJan 2017 to Feb 2018
- State Farm InsuranceOct 2008 to Dec 2016
- State Farm Vp Management CorpOct 2008 to Dec 2016
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (NE, 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
- 4073526
- Firm CRD
- 6413