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Laurie Sepanski

Advisor at LTS Financial Group

Updated today

Firm

LTS Financial Group

Location

Ft. Worth, TX 76116

Credentials

Series 63, Series 65

Industry experience

10 years

About

Laurie Sepanski is a financial advisor at LTS Financial Group in Ft. Worth, TX, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including FRIE Financial Group, Rhodes Securities, and Meinen Financial Services. LTS Financial Group provides ongoing portfolio management tailored to individual and business clients’ goals, time horizons, and risk tolerances. The firm combines multiple analytical approaches and manages accounts on a discretionary basis, with regular reviews and detailed reporting.

Client services

Based on LTS Financial Group

Portfolio management Educational seminars or workshops

Expertise

Based on LTS Financial Group

Annuities

Fee options

Percentage

1.00% annually

Location

6300 Ridglea Place, Suite 1115

Ft. Worth, TX 76116

Most active in

Louisiana · Texas

Work history

LTS Financial Group

2021 - Present (5 years)

Meinen Financial Services

2018 - Present (8 years)

Rhodes Securities, Inc.

2018 - 2018 (1 year)

Rhodes Securities, Inc.

2013 - 2018 (5 years)

FRIE Financial Group, Inc.

2004 - 2018 (14 years)

Disclosures

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

Business activities & affiliations

Michelle V

CFP®

Fort Worth, TX

Waymaker Financial Planning

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Government Employee Christian Faith Based Gen X (Born 1965-1980)
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Lacy R

CFP®, Series 66

Fort Worth, TX

The Dedicated Dollar

Passive / index investing Tax-loss harvesting Cash flow / budgeting Business ownership considerations
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Matthew B

Series 63, Series 65

Aledo, TX

Harvest Capital Management

Annuities
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Alphonsus P

Series 63, Series 65

Bedford, TX

Corporate & Institutional Services, LLC

Retired Founder/Business Owner
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Edward W

Series 65

Fort Worth, TX

EMW Capital Advisors, LLC

Active portfolio management Concentrated stock management

Ben E

CFP®

Fort Worth, TX

Earls Financial

Ben is a CERTIFIED FINANCIAL PLANNER® PROFESSIONAL specializing in helping (pre)retirees preserve their wealth over the long-term. Brenda is the Operations Manager and specializes in making things happen at the firm. Together, we’ve made it our life’s work to help (pre)retirees enjoy and preserve the payoff from their life’s work. We save our clients time, money, and stress as they mitigate retirement risks and answer THE critical retirement income question. We're going beyond the financial industry's traditional framing of "wealth preservation" with a straightforward approach to your retirement income plan and long-term investing.

General retirement planning Wealth management Widow/Widower Baby Boomers (Born 1946-1964)
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