Linda Baier
Advisor at STIFEL
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Storm Lake, IA 50588-2312
Credentials
Series 66
Industry experience
24 years
Client services
Based on STIFEL
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Location
304 E 5 Th St, Pob 2008
Storm Lake, IA 50588-2312
Most active in
Linda B has reported serving >5 clients in these states in the last 12 months.
Iowa · Texas
Work history
STIFEL
2009 - Present (17 years)
UBS Financial Services
2006 - Present (20 years)
U.S. Bancorp Piper Jaffray Inc.
1996 - Present (30 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Chad H
CFP®, Series 63, Series 65
Storm Lake, IA
Cambridge Investment Research Advisors
Chad Halder is a CFP® professional with 16 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2019. His prior experience includes roles at Cambridge Investment Research, Inc., Broker Dealer Financial Services Corp., and Citizens 1st National Bank, where he continues as a trust officer. He is also involved in community service as a board member of the Storm Lake Hy-Noon Kiwanis and the Iowa Trust Association. Cambridge Investment Research Advisors serves a wide range of clients including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing both model-based and individualized investment approaches across multiple account platforms.
Brandon S
Series 66
Aurelia, IA
LPL Financial
Brandon Slaughter is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2018, following 13 years at Broker Dealer Financial Services Corp. Outside of his advisory role, he serves as a high school referee and assistant girls softball coach in Cherokee, Iowa. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Alexander G
CFP®, ChFC®, Series 66
Storm Lake, IA
Edward Jones
Levi M
CFP®, Series 66
Albert City, IA
LPL Financial
Levi Morris is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently with LPL Financial, where he has worked since 2020, and previously held roles at Securities America Advisors and Community State Bank. Outside of his advisory work, Morris serves as a high school football referee and is the treasurer of Hope Reformed Church in Spencer, Iowa. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm provides a range of investment solutions supported by an in-house research team, allowing advisors to tailor strategies using model portfolios, third-party managers, or customized arrangements.
Steven C
CFP®, Series 63, Series 65
Newell, IA
Principal Financial Services
Bradford B
Series 63, Series 66
Storm Lake, IA
STIFEL
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