Stephen Stech is a CFP-designated registered investment advisor, based in Boise, ID, with 21 years of industry experience.
Location
6663 N Glenwood St, Boise, ID, 83714
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 Activities
Stephen is involved in several business activities, including owning Capital Financial Solutions LLC, Stephen Stech (sole proprietor/agent), Capital Asset Properties LLC, SLDEK Enterprises, Inc., and MDS Acquisitions, LLC. He also works as a personal financial counselor for Magellan Federal, is the Investment Committee Chair for Girl Scouts of Silver Sage, and is the Treasurer for the Idaho Veterans Network.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
State Registrations17 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.