Stephen Brimacombe
Stephen Brimacombe is a registered investment advisor at State Line Wealth Management, based in Overland Park, KS, with 30 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 38 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The fee may be negotiated by State Line at its sole discretion.
Fee Estimator
Location
9393 West 110th Street, 51 Corporate Woods, Suite 500, Overland Park, KS, 66210
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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 →Other Business Activities
Stephen is a Managing Member of State Line Capital LLC, a Commodity Pool Operator, and spends about half his time as a General Partner of a commodity pool. Stephen also owns rental real estate with his wife, dedicating minimal time to this activity.
Employment History
Current Registrations
State Line Wealth Management
Previous Registrations
Iht Wealth Management LLC
Nvision Wealth Group, LLC
Independent Financial Partners
LPL Financial LLCBroker
LPL Financial LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
Perkins, Smart & Boyd, INC.Broker
George K. Baum & CompanyBroker
Perkins, Smart & Boyd, INC.Broker
Painewebber IncorporatedBroker
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.