Stephanie Schlemeyer
Lotusgroup Advisors · Denver, Colorado
Stephanie Schlemeyer is a fee-only financial advisor at Lotusgroup Advisors in Denver, Colorado. Lotusgroup Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Lotusgroup Advisors |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $286.0M across 720 accounts |
| SEC registration | Investment adviser representative in CA, CO, NH, TX · CRD 5795426 |
| Exams passed | Series 65 (2016) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.lgadvisors.com |
How Stephanie's firm compares
- Lotusgroup Advisors's average account is about $397,000, from its Form ADV (assets managed divided by 720 accounts).
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Questions about Stephanie
Is Stephanie Schlemeyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephanie holds no broker registration, and Lotusgroup Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephanie charge for financial advice?
Stephanie's firm, Lotusgroup Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Stephanie Schlemeyer based?
Stephanie Schlemeyer is based in Denver, Colorado.
Is Stephanie Schlemeyer registered with the SEC?
Yes. Stephanie Schlemeyer is registered as an investment adviser representative in CA, CO, NH and TX (CRD 5795426), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lotusgroup Advisors manage?
Lotusgroup Advisors reports $286.0M across 720 accounts in assets under management.
How do I contact Stephanie Schlemeyer?
Through Stephanie's website, www.lgadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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