Stephen Close is a CFP-designated registered investment advisor, based in Las Vegas, NV, with 26 years of industry experience.
Location
376 E. Warm Springs Road, Suite 265, Las Vegas, NV, 89119
Get directionsHistory
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 ActivitiesSells Insurance
Stephen is the President of Genrock Wealth Management LLC and President/CEO/Owner of Close Financial Services, Inc., offering financial, estate, and insurance planning. He also serves as Treasurer for the Nevada Firearms Coalition and Stake Assistant Clerk - Finance for The Church of Jesus Christ of Latter-Day Saints.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
LPL Financial LLC
LPL Financial LLCBroker
Sunamerica Securities, INC.Broker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations16 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.