AG
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
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Stepp & Rothwell INC
July 2018 - Present · 7 yrs 6 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.