Advisor at Storehouse Wealth Management, LLC
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.
Firm
Storehouse Wealth Management, LLC
Location
Peoria, IL 61614
Credentials
Series 65
Industry experience
2 years
Lisa Stephens is a Series 65-licensed financial advisor with Storehouse Wealth Management, LLC in Peoria, IL. She has two years of industry experience and previously worked at DeMarco Sciaccotta Wilkens & Dunleavy, LLP and LS Consulting LLC. Outside of her advisory role, she has experience with the Frankfort Public Library District. Storehouse Wealth Management provides multi-family office services, investment management, and fee-based financial planning primarily to high-net-worth individuals, trusts, and small business owners. The firm employs computer models and ongoing research to construct flexible portfolios and offers additional family-office services such as estate and tax planning, philanthropic guidance, and business consulting.
Based on Storehouse Wealth Management, LLC
1.20% annually (negotiable)
Hourly fees possible for Business Consulting and Financial Planning services, as agreed upon
Family Office Services fees generally payable monthly in advance; fees negotiable based on services and complexity
Fee-only: Fees for Business Consulting and Financial Planning determined based on complexity and scope; may be project basis, recurring retainer, or hourly; fees are non-refundable and may be discounted
5901 N Prospect Rd, Ste 7 D
Peoria, IL 61614
Illinois
Store House Wealth Management
2022 - Present (4 years)
DeMarco Sciaccotta Wilkens & Dunleavy, LLP
2017 - 2022 (5 years)
LS Consulting LLC
2015 - 2017 (2 years)
Frankfort Public Library District
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
East Peoria, IL
Douglas Capital Management, LLC
CFP®, ChFC®, Series 63, Series 65
Hanna City, IL
Fulkerson Financial Services, LLC
ChFC®, Series 63, Series 65
Peoria, IL
Reatherford Wealth Management LLC
CFP®, EA
Peoria, IL
RP Zeigler Investment Services
Hi, my name is Rockie Zeigler III. I’m a lifelong Central Illinoisan. I grew up in Normal, then moved to Peoria in the summer of 2000 and I’ve been here ever since. I graduated from Bradley University in 2003 and I also completed studies at the College For Financial Planning. I have an amazing family. A beautiful, patient, and fun-loving wife. Four kids, Astrid (11), Murphy (9), Clarke (7) and Crosby (7). Alright, what else? I love Notre Dame football, basketball and golf. I’m also one of the foremost experts on 90's music in the Midwest. I’ve been featured in media outlets such as CNBC, US News & World Report, The Huffington Post, The Peoria Journal Star, WYZZ Fox 43 Peoria and WMBD TV. I'm also a contributor to the new financial blog MoneyGeek. I’m a CFP® (CERTIFIED FINANCIAL PLANNER™) Professional. Roughly 70% of 'financial advisors' ARE NOT certified in financial planning. Think about that for a second. I'm also an Enrolled Agent with the IRS. Yes, that IRS. It's the highest credential the IRS awards. I'm a member of The XY Planning Network (obviously, I guess) which is a national network of financial planners. We don't have minimum asset requirements, we don't accept commissions, we don't have pushy sales tactics and we're all sworn fiduciaries. Here's some more street cred: Professional licenses/designations: FINRA Series 63 (obtained in 2004) FINRA Series 66 (obtained in 2007) CERTIFIED FINANCIAL PLANNER™ Board of Standards Certificate (obtained in 2016) IRS Enrolled Agent Certificate (obtained in 2021)
Series 63, Series 65
Peoria, IL
Nash-Hasty Private Wealth Management
Series 63, Series 65
Washington, IL
Milestone Advisory Group, LLC
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