National ATMs
Stephanie Mayers
Financial Advisor, LPL Financial
Stephanie Mayers, is an accomplished financial advisor with more than 16 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 has received the Women of Distinction 2019 - 2021 recognition from CUNA Brokerage Services for her outstanding performance as a financial advisor. Members of Women of Distinction were recognized by CBSI, 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 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 |
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May Lose Value |
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