Jeffrey Stegge (CRD# 7759925) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Surprise, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foundations Investment Advisors, LLC | Phoenix, AZ | Jun 2023 - Current | < 1 |
| Medicare Logic LLC | Phoenix, AZ | Aug 2018 - Current | 5 |
| Asset Preservation Tax & Retirement | Surprise, AZ | Nov 2018 - Oct 2019 | < 1 |
| Aaa Arizona | Phoenix, AZ | Mar 2010 - Jun 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- AZ
-
Total Assets Under Management5,442MILLIONS
-
Total Number of Accounts42,079ACCOUNTS
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Average Account Value$129,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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