Howard Richard Rothwell

Stepp & Rothwell INC

26 Years of Experience

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Areas of Practice

Investment ManagementFinancial Planning & Coaching

Stepp & Rothwell INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

334 clients

Average Client Portfolio

$2.9M average

Assets Under Management

$963.7M

Location

7300 College Boulevard, Suite 100, Overland Park, KS, 66210

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History

Regulatory 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.

Employment History

Current Registrations

Stepp & Rothwell INC

December 1998 - Present · 27 yrs 2 mos

State Registrations4 states

KSPATXUT

Advisor

Exams

No exam information available for this advisor.