Roman Satroplus
Advisor at LPL Enterprise — Reno, NV
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.
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.
Credentials
CFP®, Series 66
Experience Industry experience
4 years
Location
Reno, NV 89521
LPL Enterprise
Institution
Roman Satroplus is a CFP® professional with four years of industry experience, currently serving at LPL Enterprise LLC. His prior experience includes roles at Bank of America, Merrill, Levin Group, and the University of Nevada Reno. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, alongside offering financial planning and access to third-party asset managers.
Based on LPL Enterprise
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.
Up to $500 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.
Reno, NV
9190 Double Diamond Pkwy, Suite 104
Reno NV 89521
Advisors at this office
3
Nevada
4 years of industry experience
LPL Enterprise LLC
2026 - Present • 1 year
Reno, NV
Bank of America, N.A.
2022 - 2026 • 4 years
Reno, NV
Merrill
2022 - 2026 • 4 years
Reno, NV
Levin Group
2021 - 2022 • 1 year
Dallas, TX
University of Nevada Reno
2019 - 2021 • 2 years
Reno, NV
Bank of America
2019 - 2021 • 2 years
Reno, NV
Lyft
2018 - 2021 • 3 years
Reno, NV
Uber
2018 - 2021 • 3 years
Reno, NV
Toiyabe Golf Club
2018 - 2019 • 1 year
Washoe Valley, NV
Walmart
2018 - 2019 • 1 year
Reno, NV
Canada College
2015 - 2018 • 3 years
Redwood City, CA
Unemployed
2012 - 2018 • 6 years
Reno, NV
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.
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.
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:
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.
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.
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