Stephen Doyle (CRD# 1633759) is an Investment Advisor Representative working at Strategic Wealth Group in Minnetonka, MN and has over 36 years of experience in the finance industry. Stephen Doyle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Wealth Group Registered Investment Advisors, LLC | Eden Prairie, MN | May 2017 - Current | 7 |
| Lpl Financial, LLC | Eden Prairie, MN | Apr 2006 - Current | 18 |
| Doyle Properties, LLC | Springdale, AR | Feb 2006 - Current | 18 |
| Doyle & Associates | Minnetonka, MN | Oct 1987 - Current | 36 |
| Stephen E. Doyle, Sole Proprietor | Minnetonka, MN | Sep 1987 - Current | 36 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1987 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
- AR
- MN
- TX
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Total Assets Under Management833MILLIONS
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Total Number of Accounts4,270ACCOUNTS
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Average Account Value$195,105
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AR, AZ, CA, CO, FL, GA, IA, IL, LA, MI, MN, MO, MT, NC, ND, NE, NY, PA, SC, SD, TX, WA, WI
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