LS
Linda L. Stapf
LEXAURUM ADVISORS
Sykesville, MD 21784
Some features on this profile are disabled
CRD#: 2712585
LS
Professional summary
Linda Louise Stapf, who also goes by Linda Louise Scheel, is a registered financial advisor currently at LEXAURUM ADVISORS located in Sykesville, Maryland.
Linda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Linda has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Linda Louise Scheel
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)Livestock Properties LLC;not investment related;Sykesville,MD;rental real estate;owner,member;3/4/2004;1 hr/month;0 hrs during trading;pay bills,collect rent,arrange for any building maintenance 2)Benefit Mall;health insurance sales;independent contractor;7/2002;1 hr/month;0 hrs during trading;referrals only 3)Fixed insurance sales;Sykesville,MD;fixed insurance sales commission;3/2013;0 hrs/month;0 hrs during trading;one time insurance case 4)Linda L Stapf CPA,PA;not investment related;12990 Livestock Rd,Sykesville,MD 21784;tax,accounting practice;owner;10/1/1989;< 40 hrs/month;6 hrs during trading;supervision of employees, preparation of tax and financial statements,operations of firm,marketing, tech support
CRS (Client Relationship Summary) - RIA
Click below to view Linda Louise Stapf's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 12, 2019 - Present
LEXAURUM ADVISORS
Office #1: 12990 Livestock Road, Sykesville, MD 21784RIA
CRD#: 283653
Sykesville, MD
Past
August 1, 2016 - December 13, 2019
PROSPERITY - AN EISNERAMPER COMPANY
RIA
CRD#: 133777
Sykesville, MD
Past
August 1, 2016 - December 13, 2019
TRIAD ADVISORS LLC
BD
CRD#: 25803
Sykesville, MD
Past
January 30, 1997 - August 1, 2016
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
SYKESVILLE, MD
Past
March 1, 1996 - August 1, 2016
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
SYKESVILLE, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LA
LEXAURUM ADVISORS
BLUE SKY FINANCIAL MANAGEMENT | WILEY FINANCIAL SERVICES | WEALTHCHARTER RETIREMENT PLANNING | VERITAS INVESTMENT PARTNERS, LLC | THE KIRKWOOD GROUP | THE DONNELLY COMPANY | SULLIVAN WEALTH STRATEGIES | STAPF FINANCIAL SERVICES | SPICER RETIREMENT ADVISORS | SHEPHERD ADVISOR | SEASONS FINANCIAL GROUP | RICHARD A. GAGNE & ASSOCIATES | PERSINGER PLANNING | PASCOLO 271 PRIVATE WEALTH MANAGEMENT | PARTRIDGE WEALTH | NAVALIS WEALTH MANAGMENT | LEXAURUM ADVISORS, LLC | LEXAURUM ADVISORS | LAZOR INSURANCE & FINANCIAL SERVICES | KRANSTUBER WEALTH MANAGEMENT | KOWITZ FINANCIAL GROUP | JR HASSEN WEALTH MANAGEMENT | INTEGRATIVE RISK MANAGEMENT | IN THE GAME WEALTH MANAGEMENT | HERITAGE ADVISORS | HARSHA ADVISORY GROUP | GRANT MARSHALL RETIREMENT & WEALTH PLANNING | GEMINI FINANCIAL ADVISORS | GAMEDAY WEALTH MANAGEMENT | FOCAL POINT FINANCIAL GROUP | ELEMENTAL WEALTH GROUP | CARPENTER AND ASSOCIATES | CAPITAL RESOURCE GROUP
CRD#: 283653 / SEC#: 801-107738
RIA
Registered Investment Advisory firm - (5/10/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(12/12/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LA
LEXAURUM ADVISORS
BLUE SKY FINANCIAL MANAGEMENT | WILEY FINANCIAL SERVICES | WEALTHCHARTER RETIREMENT PLANNING | VERITAS INVESTMENT PARTNERS, LLC | THE KIRKWOOD GROUP | THE DONNELLY COMPANY | SULLIVAN WEALTH STRATEGIES | STAPF FINANCIAL SERVICES | SPICER RETIREMENT ADVISORS | SHEPHERD ADVISOR | SEASONS FINANCIAL GROUP | RICHARD A. GAGNE & ASSOCIATES | PERSINGER PLANNING | PASCOLO 271 PRIVATE WEALTH MANAGEMENT | PARTRIDGE WEALTH | NAVALIS WEALTH MANAGMENT | LEXAURUM ADVISORS, LLC | LEXAURUM ADVISORS | LAZOR INSURANCE & FINANCIAL SERVICES | KRANSTUBER WEALTH MANAGEMENT | KOWITZ FINANCIAL GROUP | JR HASSEN WEALTH MANAGEMENT | INTEGRATIVE RISK MANAGEMENT | IN THE GAME WEALTH MANAGEMENT | HERITAGE ADVISORS | HARSHA ADVISORY GROUP | GRANT MARSHALL RETIREMENT & WEALTH PLANNING | GEMINI FINANCIAL ADVISORS | GAMEDAY WEALTH MANAGEMENT | FOCAL POINT FINANCIAL GROUP | ELEMENTAL WEALTH GROUP | CARPENTER AND ASSOCIATES | CAPITAL RESOURCE GROUP
CRD#: 283653 / SEC#: 801-107738
RIA
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Contact information
Main Address
16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085
Mailing Address
Phone number
(913) 261-9316
Established
Firm type
Fiscal year end
# of Employees
45
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,641 |
| AUM (Assets Under Management) | $ 1,006,435,215 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
