A complete list of active advisors currently associated with LTS Financial Group

Warmer can help you find a great advisor at LTS Financial Group or one who fits your needs even better.

LTS Financial Group provides ongoing portfolio management to individuals and business entities, tailoring advice to each client’s goals, time horizon, and documented risk tolerance. The firm advises across mutual funds, equities, ETFs, fixed income, annuities and insurance products and typically manages accounts on a discretionary basis under written Investment Policy Statements. The firm’s investment process combines charting, fundamental, quantitative and technical analysis with principles of modern portfolio theory, and it employs both long‑ and short‑term trading when appropriate. Accounts are reviewed at least quarterly, clients receive custodial statements and separate written reports, and risk tolerances are documented to guide portfolio decisions. A principal of the firm is a licensed insurance agent and the firm may recommend commissionable insurance and annuity products, a disclosed source of potential conflict with its advisory role. The firm also offers free educational seminars (described as generic Social Security education), requires clients to custody accounts at a designated institutional broker‑dealer (Charles Schwab Institutional), and does not aggregate trades for multiple clients — operational features that distinguish it from many peers.

To learn more about the advisors currently working at LTS Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Laurie Sepanski	Ft. Worth, TX	11

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