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Allen S

Series 63, Series 65

Roseville, MN

LPL Enterprise

Allen Steppa is a financial advisor at LPL Enterprise with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC over the past five decades. In addition to his advisory role, he provides notary services as a complimentary benefit for clients. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, third-party asset management, and brokerage products through an integrated platform that combines adviser programs with insurance and lending services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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