Steven King
Steven King is a CFP-designated registered investment advisor at King Financial Planning & Management, LLC, based in Colorado Springs, CO, with 20 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
King Financial Planning & Management (KFPM) no longer provides investment management services for client accounts.
Location
7222 Commerce Center Drive, Suite 220, Colorado Springs, CO, 80919
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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 →Employment History
Current Registrations
King Financial Planning & Management, LLC
Previous Registrations
J.F. Williams CO., INC.
State Registrations1 state
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.