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Darlene Roepoundstone

Advisor at LPL Financial

Updated today

Location

Morris, IL 60450

Credentials

Series 63, Series 65

Industry experience

32 years

About

Darlene Roepoundstone is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2009. Outside of her advisory role, she is involved in insurance business activities through ROE-POUNDSTONE Wealth Management and Insurance and Resource Brokerage. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options supported by an in-house research team and a platform that integrates advisory and brokerage services.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

1802 N Division St, Ste 302

Morris, IL 60450

Most active in

Illinois · Texas

Work history

Lpl Financial

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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