SS
CFP · ChFC
SS
CFP · ChFC
Stephen Solverson
18 Years of Experience
Rochester, MI
1 DisclosureBroker
Stephen Solverson is a CFP, ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in Rochester, MI, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
251 Diversion St., Suite 400, Rochester, MI, 48307
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2016Closed-No Action
Other Business Activities
Stephen is the team manager for his son's travel hockey team, dedicating a few hours per week. This is a non-profit activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
August 2023 - Present · 2 yrs 11 mos
Raymond James & Associates, INC.Broker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Hantz Financial Services, INC.
February 2011 - August 2023 · 12 yrs 6 mos
Hantz Financial Services, INC.Broker
April 2007 - August 2023 · 16 yrs 4 mos
State Registrations20 states
AZDCFLILINKYLAMAMINCNYOHOKORPASCTNTXVAWA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.