San Francisco, CA Wedemeyer St Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,716 advisors across 10,432 offices

Location

1808 Wedemeyer St Ste 224

San Francisco CA 94129

Advisors at this office

2

Advisors at this office

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Kevin R

Series 66

San Francisco, CA

LPL Financial

Kevin Rucker is a financial advisor with LPL Financial in San Francisco, CA. He holds the Series 66 designation and has nine years of industry experience, including six years at San Francisco Fire Credit Union and Cuso Financial Services. Outside of his advisory role, he is involved in baseball coaching through the PitcherPerfect Baseball Academy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management across its offerings.

College savings (529s, UTMA, etc.)
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Stephen S

Series 63, Series 65, Series 66

San Francisco, CA

LPL Financial

Stephen Seewer is a financial advisor with LPL Financial in San Francisco, CA, holding Series 63, Series 65, and Series 66 credentials and 30 years of industry experience. He has worked at LPL Financial since 2022 and previously spent 13 years at CUSO Financial Services, LP. He also serves as an investment representative at Alliant Retirement and Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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