Stephen Widner
Stephen Widner is a registered investment advisor at Navy Federal Investment Services, LLC, based in San Diego, CA, with 34 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 6,406 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Navy Federal Investment Services (NFIS) offers investment management through various third-party portfolio managers. Fees are calculated as a percentage of the assets managed and do not exceed 1.75% annually. The exact fee varies depending on the services provided, the parties involved, and the types of investments. Different clients in the same program may pay different fees. NFIS also offers a Digital Investor Automated Portfolios product for a fixed fee of $3.50 per month.
Location
9999 Willow Creek Road, San Diego, CA, 92131
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Regulatory History
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
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLCBroker
Navy Federal Investment Services, LLC
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Next Financial Group, INC.Broker
Sorrento Pacific Financial, LLCBroker
Sorrento Pacific Financial, LLC
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Linsco/private Ledger CORP.Broker
New Dimension Financial, INC.Broker
Amev Investors, INC.Broker
Boucher Oehmke & QuinnBroker
Advent Securities, INC.Broker
First Eagle, INC.Broker
Malone & Associates, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.