Stephan Brown, financial advisor Roseville CA

Stephan Brown

CRD Number: 6661454
Current Firm: Sterling Retirement Group Of Sacramento

Stephan Brown (CRD# 6661454) is an Investment Advisor Representative working at Sterling Retirement Group Of Sacramento in Roseville, CA and has 1 year of experience in the finance industry.

Similar Advisors
Jason Bell, financial advisor Roseville CA
Jason T. Bell
CRD# 2464546
Capital Planning Advisors LLC
Similar Advisors
Conrad Aarseth, financial advisor Roseville CA
Conrad M. Aarseth
CRD# 5156625
Dynamic Wealth Strategies, LLC
Similar Advisors
Salvador Abarca, financial advisor Roseville CA
Salvador B. Abarca
CRD# 6247916
Chimera Wealth
Company Name Location Dates Years
The Bankruptcy Group Roseville, CA Apr 2015 - Current 9
Self Employed Roseville, CA Jul 2014 - Apr 2015 < 1

Stephan Brown has no recent exams reported.
Contact Info for Stephan M. Brown
Phone Number: 916-724-1702
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    161
    MILLIONS
  • Total Number of Accounts
    663
    ACCOUNTS
  • Average Account Value
    $242,836
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.