Steven Netzel (CRD# 2863170) is an Investment Advisor Representative working at Val Vista Capital Management, LLC in Sun Lakes, AZ and has over 15 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 6741281
Charles Schwab & Company, Inc.
CRD# 5739535
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Val Vista Capital Management LLC | Sun Lakes, AZ | Jun 2016 - Current | 7 |
| Affordable Supplemental, Inc., Dba Netzel Financial | Sun Lakes, AZ | Aug 2005 - Current | 18 |
| Madison Avenue Securities, LLC | San Diego, CA | Jun 2019 - Jul 2019 | < 1 |
| Kalos Capital | Alpharetta, GA | Nov 2013 - Jun 2019 | 5 |
| Kalos Management | Alpharetta, GA | Nov 2013 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
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Total Assets Under Management81MILLIONS
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Total Number of Accounts429ACCOUNTS
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Average Account Value$188,916
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ
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