Stephanie Louise Longanecker
Investment Adviser Representative at Universal Financial Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Stephanie Louise Longanecker is an investment adviser representative with Universal Financial Advisors, LLC in St. Louis, MO, where they have been registered since 2026. They have worked in the securities industry since 2018 and have been registered with 3 firms, including Cambridge Investment Research Advisors, Inc. and Osaic Wealth, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Missouri.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Missouri
- Broker:
5 states and territories
Florida, Illinois, Iowa, Missouri, New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cambridge Investment Research, Inc.Apr 2018 – Sep 2020Fairfield, IA
- Cambridge Investment Research, Inc.May 2018 – May 2026Fairfield, IA
- Keller Williams Realty WestSep 2014 – Apr 2018O Fallon, MO
- JW Realty GroupSep 2014 – Apr 2018Chesterfield, MO
- Cambridge Investment Research Advisors, Inc.Sep 2020 – May 2026Fairfield, IA
- Osaic Wealth, Inc.Apr 2026 – no end date reportedSaint Louis, MO
- Universal Financial Advisors, LLCMay 2026 – no end date reportedSt. Louis, MO
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Universal Financial Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
The firm offers wealth management, retirement planning, estate strategy, and peak-career wealth-building strategies. Specific investment products include bonds, common stock, various IRA types, brokerage accounts, government securities, and variable annuities. Financial planning services include retirement plans, tax plans, 401(k) and 403(b) planning, college plans, estate plans, and profit sharing plans. Insurance services include disability income, life, and long-term-care insurance.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 1
- Main office:
- St. Louis, MO
- SEC file number:
- 801-124991
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 13, 2026
View full firm profileOther advisors at Universal Financial Advisors, LLC
8 other advisors in the directory
Similar advisors in St. Louis, MO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stephanie Louise Longanecker has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched