National ATMs
Stephanie Mayers
CRPC, RICP
Financial Advisor, LPL Financial
Stephanie Mayers, is an accomplished financial advisor with more than 23 years of experience in the financial and insurance industry. As a native of Spring Hill, Stephanie is a local farm girl with deep family roots. She and her husband are now raising their three children in the same area—continuing the values of family, friends, and community.
Stephanie started her financial career with Magnifi Financial, as a part time teller, loan officer, and then financial advisor. Her passion is spreading financial planning education throughout her community. Stephanie understands the importance of full financial planning and takes the time to understand clients’ priorities so she can aid in creating, implementing, and maintaining customized investment portfolios and retirement plans.
Stephanie is well-versed in the sale and administration of investment accounts, personal and business retirement accounts, insurance products, and financial planning services. She holds the Retirement Income Certified Professional (RICP) and Chartered Retirement Planning Counselor (CRPC) Designations.
Recently, she was recognized as one of the top financial advisors in LPL Financials' Ascent Club for 2024. This achievement reflects years of hard work, dedication, and genuine passion for helping clients turn life's aspirations into financial realities.
She has also received the Women of Distinction 2022 - 2023 recognition from TruStage for her outstanding performance as a financial advisor. Members of Women of Distinction were recognized by TruStage, the representative's former broker-dealer, for networking and mentorship opportunities. Based on experience, GDC, performance with their investment program, and contributions to the industry.
Stephanie currently holds FINRA Series 7 and 66 registrations through LPL Financial. She has Life/Health and Variable Insurance License.
Meet with Stephanie at any of the following Magnifi Financial branches: Freeport, Glenwood, Melrose, Sauk Centre.
Check the background of this investment professional associated with this site on FINRA's BrokerCheck.
Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Magnifi Financial Credit Union and Magnifi Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Magnifi Wealth Management, and may also be employees of Magnifi Financial. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Magnifi Financial or Magnifi Wealth Management. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by NCUA or Any |
Not Credit Union |
Not Credit Union |
May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
