Stephen Crone
Stephen Crone is a CFP, ChFC-designated registered investment advisor at Prospera Financial Services, INC., based in Cincinnati, OH, with 35 years of industry experience. Their practice areas include Estate Planning, Retirement Planning. Their firm serves 19,103 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prospera Financial Services offers investment management through various programs. The fees are based on a percentage of your portfolio's value and are negotiable, but the maximum annual fee is 2.15%. The specific fee and services are agreed upon in an advisory agreement. Fees are typically deducted from your account. Some programs may have additional fees, such as transaction costs or sub-account fees. Prospera also participates in revenue sharing with custodians and other third parties, which creates a conflict of interest.
Location
250 W Court Street, Suite 125E, Cincinnati, OH, 45202
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2006Customer Dispute
October 2004Other Business ActivitiesSells Insurance
Stephen is a partner in Wilson Crone, a DBA, dedicating nearly full-time hours to it. He also sells and services traditional life, disability, and long-term care insurance products through Wilson Crone, spending minimal time on this activity.
Employment History
Current Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Previous Registrations
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Fahnestock & CO., INC.Broker
State Registrations24 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.