Mason Spencer Hoepner
Investment adviser representative at LPL Financial LLC
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Outdoor UwJun 2026 to now
- LPL Financial LLCMay 2025 to now
- Mainstreet Capital ManagmentMay 2025 to now
- University of Wisconsin - MadisonSep 2024 to now
- Uw Madison Dining HallMar 2025 to May 2025
- WoodmansJun 2024 to Aug 2024
- Buffalo Wild WingsSep 2023 to Apr 2024
- Maxes On the LakeJun 2023 to Aug 2023
- Festival FoodsJun 2022 to Jun 2023
- Altoona High SchoolSep 2020 to May 2024
- Altoona Middle SchoolSep 2017 to Sep 2020
- Altoona Elementary SchoolSep 2011 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 8103609
- Firm CRD
- 6413