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Advisors / Pennsylvania / Hummelstown
31yrs

Stephen Stackhouse

Financial advisor at LPL Financial

Based in Hummelstown, Pennsylvania, Stephen Stackhouse is a fiduciary financial advisor with 31 years of industry experience. Stephen has been with LPL Financial since 2011; before that, Stephen spent eight years at National Planning. Stephen holds the CFP® designation.

One of 22 advisors with offices in Hummelstown, and one of 22 fiduciaries.

Hummelstown, PA 17036CFP®Top 14% by experience in HummelstownFiduciary advisor
Call LPL FinancialDirections

At a glance

Experience31 years (since 1996)
How that compares ?Top 14% by experience in Hummelstown
Office187 Hershey Rd, Hummelstown, PA 17036
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state

Services through LPL Financial

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2011 – now
    LPL Financial LLCCurrent firm
  2. 2002 – 2011
    National Planning CorporationPreviously

Questions to ask Stephen

Tailored to Stephen’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Stephen

How do I contact Stephen?

Call LPL Financial at (704) 733-3300 and ask for Stephen Stackhouse. Stephen works from the Hummelstown, PA office.

How long has Stephen been a financial advisor?

Stephen has been in the industry since 1996, about 31 years. Top 14% by experience in Hummelstown.

What licenses does Stephen hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Stephen a fiduciary?

Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Stephen paid?

LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stephen for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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