KS
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
334 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$963.7M
Fee Structure
This document does not contain any fee information. Please refer to the firm brochure for fee details.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information
Office location
7300 College Boulevard, Suite 100, Overland Park, KS, 66210
Get directionsRegulatory History (1)
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Regulatory
July 1995Final
Employment History
Current Registrations
Stepp & Rothwell INC
July 1995 - Present · 30 yrs 6 mos
State Registrations2 states
KSUT
Advisor
Exams
No exam information available for this advisor.