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Steven Doepke

33 Years of Experience
Loves Park, IL
Broker

Steven Doepke is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Loves Park, IL, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5732 E Riverside Blvd, Loves Park, IL, 61111

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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.

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Other Business Activities

Steven is an owner of Argent Capital, Inc., a support company, since 2007. He dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.
January 1999 - Present · 27 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 1999 - Present · 27 yrs 4 mos
Previous Registrations
Raymond James Financial Services
May 1999 - January 2009 · 9 yrs 8 mos
Robert Thomas Securities, INCBroker
March 1996 - January 1999 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1993 - March 1996 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1991 - December 1991 · 7 mos
Blinder, Robinson & CO., INC.Broker
August 1989 - December 1989 · 4 mos
State Registrations39 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.