Stephanie L. Longanecker

UNIVERSAL FINANCIAL ADVISORS

St. Louis, MO 63122

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CRD#: 6934266

Professional summary

Stephanie Louise Longanecker, who also goes by Stephanie Louise Cissell, is a registered financial advisor currently at UNIVERSAL FINANCIAL ADVISORS, LLC located in St. Louis, Missouri and OSAIC WEALTH, INC. located in Saint Louis, Missouri.

Stephanie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Stephanie has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stephanie Louise Cissell

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Louise Longanecker's CRS (Customer Relationship Summary).

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®

None

Experience

Current

May 6, 2026 - Present

UNIVERSAL FINANCIAL ADVISORS, LLC

Office #1: 333 S. Kirkwood Road Suite 301, St. Louis, MO 63122

RIA

CRD#: 318392

St. Louis, MO

Current

May 1, 2026 - Present

OSAIC WEALTH, INC.

RIA

CRD#: 23131

Saint Louis, MO

Past

May 1, 2026 - May 1, 2026

OSAIC WEALTH, INC.

RIA

CRD#: 23131

St Louis, MO

Past

January 2, 2019 - May 11, 2026

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

St Louis, MO

Past

June 21, 2018 - May 11, 2026

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

St Louis, MO

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".

UNIVERSAL FINANCIAL ADVISORS, LLC

UNIVERSAL FINANCIAL ADVISORS, LLC | UNIVERSAL FINANCIAL PLANNING CONSULTANTS, INC.

CRD#: 318392 / SEC#: 801-124991

RIA

Registered Investment Advisory firm - (5/11/2022 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(5/1/2026)

Illinois
(5/1/2026)

Iowa
(5/1/2026)

Missouri
(5/1/2026)

IAR

Missouri
(5/6/2026)

New York
(5/1/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/22/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/21/2018

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

UNIVERSAL FINANCIAL ADVISORS, LLC

UNIVERSAL FINANCIAL ADVISORS, LLC | UNIVERSAL FINANCIAL PLANNING CONSULTANTS, INC.

CRD#: 318392 / SEC#: 801-124991

RIA

Registered Investment Advisory firm - (5/11/2022 Approved)

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Contact information

Main Address

333 S. Kirkwood Road Suite 301, St. Louis, MO 63122

Mailing Address

Phone number

(314) 721-5522

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

UFA 2026 ANNUAL AMENDED WRAP FEE BROCHURE (3/16/2026)

UFA 2026 ANNUAL AMENDED ADV PART 2A (3/16/2026)

Regulatory assets under management

Total Number of Accounts	709
AUM (Assets Under Management)	$ 277,496,642

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.

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Advisor Monitoring

Firm Stability Insights

Stephanie L. Longanecker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Louise Longanecker's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNIVERSAL FINANCIAL ADVISORS, LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

Primary Firm SEC Registration

UNIVERSAL FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/22/2018

SIE

Date: 10/1/2018

Series 7

Date: 6/21/2018

FINRA

Current Firm

UNIVERSAL FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

UNIVERSAL FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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